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You can add, edit, or remove requesters from FacilitiesDesk application and also provide them with login permissions to access the self-service portal.
To open the requester configuration page,
Click the Admin tab in the header pane. The configuration wizard page opens.
In the Users block, select
the Requesters icon. The users requesters page opens.
Add Requester
Click Add New Requester link available at the top right corner of the Requester List page. The Add Requester form opens.
Specify the Full Name and Employee ID of the technician in the Personal Details block. Name is a mandatory field.
Enter a valid E-mail ID of the requester. If the requester has a phone and a mobile number, specify the same in the given text field.
Select the Department and specify the Job Title of the requester in the given text field. If you would like to allow the requester to view all the requests of his department then click, Allow to see all requests for the department check box.
If you wish to provide the requester with the authority to approve purchase orders then enable Purchase Order Approver check box. Specify the cost up to which the requester can approve a PO. If the Approval Limit is unlimited then enable the radio button beside the same.
If you have added any user defined fields for the new requester form, then the same is available as Additional Requester Details block.
Enter the Login Name and Password of the requester for self-service access to the application. Enter the password again in the Re-type Password field for confirmation.
Specify the location details of the requester such as, Region Name, Site Name, Building Name, Floor Name and Room Name of the requester.
You can also attach the photograph of the requester using Attach Image option. The image of the requester is available in the user details page as well as in the login page on the top right corner of the page.
Save the details.
If you wish to add more than one requester, then instead of clicking Save, click Save and add new button. This adds the new requester and reopens the add requester form after displaying a message for the addition of the requester.
At any point if, you decide not to add the new requester, then click Cancel to get back to the requester list. Clicking View List link on the top right corner of the add requester form takes you to the requester list view.
Note: If a requester sends a request to FacilitiesDesk, and if his/her name is not added to the requester list, then the requester's name is automatically created and added to the requesters list.
Import Requesters from Active Directory
You can also import requesters from an active directory. To import requesters from active directory
From the Requester List page, select Import from Active Directory link. The Import From Active Directory window pops up.
Select the Domain Name from the combo box. If the other details such as domain controller name, user name, and password have been entered in the Domain scan page, then these details get populated automatically in the Import from Active Directory page. Else specify the Domain Controller Name, Login Name and Password in the corresponding fields.
Select the Fields for Import from the active directory by enabling the check box.
Click Import Now ! The import wizard displays the various Organizational Units (OUs) available in that domain. Choose the specific OU from which you wish to import users by selecting the check box beside it.
Click Start Importing. Once the import is complete, the data on how many records were added, how many overwritten, and how many failed to import will be displayed.
Import Requester from CSV (Comma Separated Value) Files
You can also add requesters by importing from CSV files. To import requesters from CSV file
Step 1: Locate the CSV file
Click Import from CSV link in the Requester List page. The Import Wizard opens in a pop-up window.
Click the Browse button in the wizard.
Select the CSV file in the file chooser window and click Open.
Click Next.
Step 2: Customize Mapping
The CSV column names are populated in the select boxes beside each label. Map the FacilitiesDesk requester fields with the field names from the CSV file.
Click Next.
Step 3: Import
Click Import Now button. The values from the CSV file is imported to the requester details. Once the import is complete, the data on how many records were added, how many overwritten, and how many failed to import.
If at any point you wish to stop importing from the CSV file, click the Exit button.
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Edit Requester
In the Requester List page, select the name of the requester you wish to edit the details. The Edit Requester form is displayed with the existing details of the requester.
Modify the required details and Save the changes. If you do not wish to modify any of the details, click Cancel.
Change Requester Password
You can change the requester's password while editing the requester details.
To change the password
of the requester, click the Reset Password link. The reset password
window is opened.
Below the Login Name display, enter the New Password in the text field.
Click Reset Password. If you do not wish to change the password, click Close instead of Reset Password.
Change Requester to Supervisor
You can change a requester to supervisor without having to delete the requester information and recreate the same as a supervisor. To change requester to supervisor,
Click the Change as Supervisor button in the edit requester form. The page refreshes to display the edit supervisor form.
Change the roles assigned to the requester from SDGuest to any other role that you wish to provide the supervisor.
Enter the Cost per hour and assign worktrades to the supervisor.
Save the details. If you do not wish to change the requester to technician, click Cancel instead of Save.
If you want to continue adding supervisor after changing a requester to supervisor, then instead of clicking Save, click Save and add new button. This saves the supervisor details and reopens the add supervisor form after displaying a success message for changing the requester to supervisor.
Viewing Requests for the requester
You can also view all the requests send by the requester using Viewing Requests option. Click View Request button. This opens the Requests page, where you can view all the requests raised by the requester.
Delete Requesters
In the Requester List page, enable the check box beside the requester's name you wish to delete.
Click Delete button. A confirmation dialog opens.
Click Ok to proceed with the deletion. If you do not want to delete the requester, then click Cancel.
Search Requesters
To search requesters,
In request
list view, click on the alphabet with which the name of the requester
starts. This lists the requesters whose name starts with that alphabet.
If you are unsure of the starting letter, then you can type the name (first name or the last name, which ever you know) or email ID or any other parameter that will identify the requester in the field beside the Search Requester List. This lists the requesters whose details matches the search string that you entered.
You can also search requesters from the Search available on the left menu in the other pages of the application. From the Search in combo box, select Requesters and type your search string in the Enter Keyword text field. Click Go or press Enter. The requester names that match the search string are listed in a separate pop-up window.
Another option to search requesters will be using the column-wise search option. To perform a column-wise search
Click the search icon
at the end of the requester list view headers. This opens
the search field just below every column that is visible in the list view.
Enter the search key in field under the column of your choice.
Click Go. The search results matching the search string(s) are displayed.
Requester List View Customization
Click the column edit
iconavailable at the corner of the requester list view
page. This opens the available columns that can be displayed in the list
view. All those that are visible currently, will have the check box beside
them selected.
To remove a column, remove the selection from the respective check box beside the column name.
To add a column to the list view, select the unchecked select box beside the column name.
To change the column order, click the up and down arrow after selecting the column that you wish to move.
Click Save.
This will add only those columns which you have chosen in the list view. You can also sort the list view based on columns. To sort requester list by column, click the column header. Clicking it once will sort it in ascending order. Clicking twice will sort the column in descending order.
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