A service request type defines the request's information and handling process. Configure it in the browser using an account with access to service request settings.
- Open service request types in the settings and create a type.
- Enter a Name, Order and optional Description. Order controls the selection list's order.
- Select Selecting a Spot is a required field if needed.
- Configure After transferring to tasks. Choose whether the request completes immediately, after all tasks finish or manually later.
- Add Additional fields and mark mandatory ones with Required field.
- Configure handling roles and visibility, then save.
Additional fields can collect a device's fault type or other information needed for handling. Choose a suitable field type and a name the reporter can understand.
If enabling the type on mobile or a public form, check those visibility settings separately. The browser handling role does not determine all creation and viewing rights.
Be careful when removing an additional field: the application warns that its values will be deleted from service requests using it. A field being unnecessary for new requests does not mean its old data is unnecessary.