This documentation applies to the 8.1 version of Service Request Management, which is in "End of Version Support." You will not be able to leave comments.

To view the latest version, select the version from the Product version menu.

Setting user preferences for the Request Entry console

You can modify the default appearance of the consoles that you have permissions to access.

From the Request Entry console, you can determine:

  • Default console settings, which you can use to determine the console view that appears initially (for example, Popular Services)
  • Display of requests (for example, All Open)
  • Requests closed since the last time you logged on to the Request Entry console


Guest users cannot set Request Entry console preferences.

To set user preferences for the Request Entry console

  1. From the menu at the top of the Request Entry console, click the Settings icon, and select Preferences.
    The User Preferences dialog box is displayed.
  2. In the General Settings section, specify the following information:
    • In the Submit Confirmation field, select the option you prefer:
      • Yes — A confirmation dialog box appears when you submit a request.
      • No — A confirmation dialog box does not appear when you submit a request.
    • In the Initial Console View field, select which of the following screens you want to view when you open the Request Entry console:
      • Popular Requests
      • Request Categories


        The Submitted Requests option has been deprecated.

        The default setting is Popular Requests. When you click Home in the Request Entry console, you return to the view that you specify here. If no view is specified, clicking Home returns you to the Popular Requests view.
    • In the User Locale field, select the locale of your choice.


      • Survey questions will not be displayed in locales other than en_US_English unless the locale is also specified in the User Locale field.
      • Currencies displayed in the Request Entry console are not converted or calculated based on the user locale preference. The currency is defined in the Price field in the Definition tab of the service request definition (SRD), as explained in Creating a standard SRD with the Service Request Definition form.
    • In the Time Zone field, select the time zone for your location.
    • In the Accessible Message and Accessible Mode fields, you can select the appropriate settings to make the Request Entry console accessible to users with disabilities in accordance with section 508. For more information, see Making your application accessible (Section 508 compatibility).
  3. In the Broadcast Auto Popup field, specify one of the following defaults:
    • Never — You never see the broadcast warnings.
    • On Console Open — You see the broadcast warnings when the console opens.
    • On New Broadcast — You see the broadcast warnings only when there is a new broadcast.
  4. In the My Requests section, modify the default search criteria for My Requests:
    1. In the Show field, select whether requests with a particular status should appear.
      For example, you might want to view only requests with a draft status. The default setting is All Open Requests.
    2. In the Recently Closed field, select the number and unit criteria for requests closed since you last logged on.
      For example, you might want to view requests that were closed in the last five days. If you are an infrequent user, you can enter a higher number (for example, requests closed in the last two weeks or months).
  5. Click Save.
    You must close and reopen the Request Entry console for the changes to appear.

This version of the documentation is no longer supported. However, the documentation is available for your convenience. You will not be able to leave comments.