Create workplace services

  • Release version: Washingtondc
  • Updated February 1, 2024
  • 1 minute to read
  • Create Workplace services like catering, office supply, parking, or any other service. Associate this service to a default general request template.

    Before you begin

    Role required: admin

    Procedure

    1. Navigate to All > Workplace Case Management > Workplace Services..
    2. On the workplace service form, fill in the fields:
      • Service Name: Name of the workplace service. For example, Workplace cleaning.
      • Case table: Name of the case or request table. Select the Workplace Maintenance Case (sn_wsd_maintenance_case) table.
      • Fulfillment Type: Select Service Activity from the drop-down options.
      • Default Template: Default template for Workplace Maintenance Management. Search for the General maintenance request template using the lookup list icon (Lookup list icon.).
    3. Select Update.