How to add a new request?

Below is the step-by-step guide to adding a new request. Alternatively, you can click here to watch our Training Video to learn how you can add a new request.

First, choose the Request Type and enter the Address. The address can either be:

Typed in with autocomplete suggestions from Google Maps
Or, the marker on the map can be dragged and dropped.

If Duplicate Detection is turned on for the request type, potential duplicates will be displayed.

To you proceed after reviewing nearby duplicate requests, enter the request’s Description and fill in any custom fields.

Where applicable, enter Service Request Contact information. This is the contact information for the resident making the request.

If an Email is entered:

If the resident already has an account, they will receive automatic updates on the request, in the same way that mobile app and website users receive.
If the resident does not yet have an account, and account will be created on their behalf. They will receive automatic updates on the request, in the same way that mobile app and website users receive.

Upload Attachments if available.
The Workflow steps will automatically populate according to the request type selected. You can still choose to alter the workflow step, just like you would with any request. See Update Request Workflow.
Change the Priority of the request as needed.
Verify whether the request should be submitted for public view or visible only to staff (private).
To save and submit the service request, click Create Request.
After the request is submitted, you can provide the resident with the Request ID Number which will appear in the green bar at the top of the page.

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