Creating and managing requestors
In Track-It! requestors are the Self Service end users and can perform the following tasks in Self Service. Requestors can view, create and close tickets, add details and attachments to tickets, and browse solutions and provide feedback. Requestors can also view the active announcements.
You must have system administrator permissions to manage requestors.
The following topics are provided:
- You can information from either the Configuration module or the Ticket form.
- Technicians who are not system administrators, can create or update requestor information from the Ticket form, provided they have the create or update permissions for the Requestor module. For more information on creating or updating requestor from the Ticket form, see Creating and managing tickets.
- You can assign a default priority, a location, and a department to a requestor.
- Using Priority hierarchy, you can set an order of precedence for the Category, Requestor, Location, and Department modules. Based on the priority hierarchy that is configured for a group, a record is assigned a priority. For more information, see Defining Priority Hierarchy.
- You can configure modules that are available to the requestors in Self Service. For more information, see Configuring Self Service modules.
- You must assign a unique Requestor ID for each requestor.
- You can create business rules by defining conditions or actions around requestors.
For example, you can create a business rule that sends an email message to the requestor, when a new ticket is created.
- By using the custom fields in the Requestor form, you can provide specific information to the technicians about a requestor.
For example, the ticket history of the requestor or alternate contact information.
- You can make the form templates available to requestors in Self Service. Requestors can easily create tickets by using the form templates.
For more information, see Assigning form templates.
Creating a requestor
- On the header bar, expand the hamburger menu and select Configuration.
- Click Application Settings > Requestors.
- On the Requestors page, click New.
In the New Requestor dialog box, in the Requestor Information section, enter details for required fields.View the Requestor form fields
Field Name Description Last Name Enter the last name of the requestor. First Name Enter the first name of the requestor. Requestor ID Assign a unique requestor ID. This must be in capital letters. Phone Enter an office phone number. Enter the extension number in the text box next to this field. Alternate Phone Enter another phone number so that the requestor can be contacted when they are not available on office phone number. Email Address Enter the email address of the requestor. Title Enter the requestor's title in their organization. Department Select a department to which the requestor belongs. Priority Select a default priority for the requestor. Mark as Inactive To prevent a requestor from using the Self Service portal, select the check box. Marking a requestor as inactive blocks their access to the Self Service portal, and that requestor is not available for creating tickets, assignments, or business rules.
- (Optional) In the Address Information section, select a location for the requestor.
Based on the location selected, the values of the following fields are populated automatically from the Location form:
- Postal Code
- (Optional) In the Additional Comments field, enter any additional information about the requestor.
- To allow this requestor to log in to the Self Service portal, in the Self Service Information section, select the Allow Access to Self Service check box.
After you enable Self Service for a requester, a license is issued which enables a requestor to access Self Service portal. Selecting this check box also enables the Access Level field.
In Access Level list, select an access level for the requestor.
Access Level Description Requestor Allows a requestor to view tickets created only by them. This is the default access level. Department Allows a requestor to view tickets created by them, and tickets created by other requestors from their department. Location Allows a requestor to view tickets created by them, and tickets created by other requestors from their location. Department and Location Allows a requestor to view tickets created by them, and tickets created by other requestors from their department and location.
To enable Windows authentication for a requestor, select the Use Windows Authentication check box.
- In the Windows User ID field, enter the requestor's Windows account details.
The accepted format for entering Windows user ID is <domainName>\<userName>.
- (Optional) In the Custom Fields section, customize fields as per your organization's business requirements.
In this section, four text fields, two date fields, and two numeric fields are provided.
- Click Save.
Configuring a requestor password
If a requestor does not use a Windows account for authentication, you can configure a password for logging in to Self Service. After a requestor is created, a system administrator can set or reset the requestor password. If the Windows authentication is disabled, the requestor can change the password from the Self Service portal. You can choose to enforce a strong password policy for requestors. For more information on password policy, see Configuring a user password policy.
- Navigate to the Requestors page (hamburger menu > Configuration > Application Settings > Requestors).
- On the Requestors page, select a requestor from the table and click Requestor Password .
In the Password for requestorName dialog box, in the Enter New Password field, enter a new password for the requestor and then confirm it.
This dialog box also shows information about the password policy applicable to requestors.
Editing or deleting a requestor
- Navigate to the Requestors page (from the hamburger menu , select Configuration > Application Settings > Requestors).
On the Requestors page, perform one of the following actions:
To edit the requestor
- Select the requestor record that you want to modify and then click Edit .
- In the Requestor: requestorName dialog box, edit the required fields.
- Click Save.
To delete a requestor
- Select the requestor record that you want to remove and then click Delete .
- In the Delete Record dialog box, click Yes.