Request Type

Each query has a type: administrative request, maintenance request, key sale, moving, etc.

You must define the types of queries you want to use.

Creating a request type

1. Click on the Modify Tags button available in the Queries section of the main menu;
2. Click on the New Tag button;
3. Complete the information for the new tag;
4. Click on Save.

Parameters

Name	Type name
Color	Color associated with the tag
Default handler	If set, the specified user will be set as the handler for all new requests with this tag.

Note

If requests have multiple tags with different default handlers, the handler with the most tags associated to them will be set as the default handler.

Making Request Types Mandatory

Request types can be made mandatory, meaning co-owners must select at least one type when creating a request. To enable this setting:

1. Go to the Administration section in the main menu
2. Click on the Edit button
3. Enable the Mandatory Request Type setting
4. Click on Save

Mandatory Type

When request types are mandatory, co-owners will be required to choose at least one type when submitting a request. This is particularly useful when combined with the automatic assignment feature, as it ensures all requests are automatically routed to the appropriate manager.

Automatic Assignment

By setting a Default handler for each request type, requests can be automatically assigned to the appropriate manager.

When a co-owner creates a request and selects a type with a default handler, that manager will automatically become responsible for the request.

Automatic Assignment

Automation requests assignment helps ensure requests are quickly routed to the right person without manual intervention.

Modifying a request type

To modify an existing type:

1. click on the Modify types button available in the Queries section of the main menu;
2. Modify the name and color associated with the type;
3. Click on Save.

Deleting a request type

Caution

To delete an existing type, click on the Modify types button available in the Queries section of the main menu, then click on the trash can icon. Note that this action is permanent.

Additional Information

Requests