Request Templates
Request Templates define the standard structure for a repeating type of service request — what category it belongs to, its default priority, who owns it, and what workflow actions need to be completed. Templates save time and ensure consistency when creating requests for common tasks like annual lift servicing or fire alarm inspections.
Templates can include a sequence of workflow action steps, each with an assigned role and due date offset. The Create Requests action creates a new batch of requests from this template across selected OMCs, and Add Recurring Jobs sets up automatic recurring creation of requests based on this template.
List View
Section titled “List View”
| Column | Type | Description |
|---|---|---|
| Name | text | The name of this request template. |
| Description | longText | A description of what this template is used for. |
| Category | picklist | The request category this template belongs to. |
| Priority | picklist | The default priority assigned to requests created from this template. |
| Frequency | picklist | The recurrence frequency if this template is used for recurring jobs. |
| Default Request Owner | picklist | The OMC team role responsible for owning requests created from this template. |
| Default Follower | picklist | The OMC team role that follows (receives notifications for) requests created from this template. |
| Follow On | picklist | A follow-on template — a request created from this template will automatically trigger a follow-on request. |
| Follow On After | number | The number of days after closing before the follow-on request is created. |
| Jobs | link | The number of recurring jobs currently using this template. |
| Open Requests | link | The number of open requests currently created from this template. |
Detail View
Section titled “Detail View”
| Field | Type | Description |
|---|---|---|
| Name | text | The name of this request template. |
| Description | longText | A description of what this template is used for. |
| Category | picklist | The request category this template belongs to. |
| Priority | picklist | The default priority assigned to requests created from this template. |
| Frequency | picklist | The recurrence frequency if this template is used for recurring jobs. |
| Default Request Owner | picklist | The OMC team role responsible for owning requests created from this template. |
| Default Follower | picklist | The OMC team role that follows (receives notifications for) requests created from this template. |
| Follow On | picklist | A follow-on template — a request created from this template will automatically trigger a follow-on request. |
| Follow On After | number | The number of days after closing before the follow-on request is created. |
| Jobs | link | The number of recurring jobs currently using this template. |
| Open Requests | link | The number of open requests currently created from this template. |
| Actions | grid | Workflow action steps defined for requests created from this template. |
| Name | text | The name of this workflow action step. |
| Description | text | A description of what this action step involves. |
| Days Offset | number | The number of days after the request is created when this action is due. |
| Default Action Owner | picklist | The team role responsible for completing this action step. |
| Default Time | number | The expected time to complete this action step. |
| icon | Click to remove item from list |
Available Actions
Section titled “Available Actions”| Action | Description |
|---|---|
Create Requests | Create a request for each planned job |
Add Recurring Jobs |