This documentation supports the 9.1 version of Service Request Management.

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

Defining default Request Entry console preferences

The Console Default Preference form allows you to update the default preference record for the Request Entry console. You can configure the appearance and use of the Request Entry console for your end users.

To define the default Request Entry console preferences

  1. From the Application Administration Console, click the Custom Configuration tab.
  2. From the Application Settings list, choose Service Request Management > Request Entry Management > Default Console Preference, and click Open.
  3. From the Initial Console View field, select the view that you want to show when the Request Entry console opens. You can select Popular Services or Service Categories.

    The default setting is Popular Services. When you click Home in the Request Entry console, you return to the view that you specify here.

  4. Modify the default search criteria for My Requests when the Request Entry console is opened:
    1. From the Show field, select if service requests with a particular status should appear.
      For example, you might want to show only service requests with a Draft status. The default setting is All Open Requests.
    2. From the Recently Closed field, select the number and unit criteria for requests closed since the user last logged in.
      For example, you might want to show requests that were closed in the last five days. If the product is accessed infrequently, you enter a higher number, (for example, requests closed in the last two weeks or two months).
  5. In the Broadcast Defaults area, specify when users are alerted with a broadcast alert popup window.
    The default is Never. However, users might want to be prompted when they open the Request Entry console or when a new broadcast occurs.
  6. Click Modify, and click Close.
    You must close and re-open the Request Entry console for the changes to appear.

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