Add a Request Type

This article will show you how to add a request type in the original RequestTracker.

Important Note:

All sales before July 1, 2020 will have this version of the CRT. If your contract started after this date, please view the information for the new CRT package.

Who can use this feature?

System Administrators | Owners | Publishers

Instructions

1. Navigate to Modules > Content > RequestTracker

2. Select the applicable category

3. Select Add a Request Type

4. Fill in the Properties fields

   • Request Type Title: Name of the request

   • Priority: Select the default priority level for the request

   • Assigned To: Select the name of the person to which this request is assigned

   • CC Email List: Create an email list for those who receive notifications when the request type submits

     Note: Separate the list with a semicolon (;); no spaces before or after the email address.

5. Navigate to the Rules & Alerts tab

6. Fill in the Rules & Alerts fields

   • Rule(s): Set the time of the follow-up based on whether the request successfully submits, closes, or reopens(event) in which you want further action

   • Action(s): You can send an email to another person or assign the request to another Request Tracker User

     • If you choose to Send an Email, you must fill out the following fields:

       • To: Enter email address

       • Message: Create email content

     • If you select Assign to User, you must fill out the following fields:

       • Drop-down: Use the drop-down to select an assignee

       • Reason: Justify your reason for the assignment

   • Add: Allows you to add additional rules

7. Scroll to the top and select a save option

   • Save: Saves changes, does not publish

   • Save and Publish: Saves changes, publishes to public view

   • Cancel: Does not save any work