Assign Users to a Request Type (New CRT)

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You can assign users to a Request Type, which will alert them of submissions.

Who can use this feature?

System Administrators | Owners

Instructions

  1. Sign in to your site.

  2. Navigate to Modules, and on the Content tab, select RequestTracker:

    Navigation menu showing various content options, including the highlighted RequestTracker feature.

  3. Select the Request Type:

    Request Tracker interface showing various request categories, including a highlighted Accessibility Request option.

  4. Click the Actions button:

    Request Tracker interface showing accessibility request options. The Actions button is highlighted.

  5. Select Properties:

    Request Tracker interface showing options for managing accessibility requests. The Properties option is highlighted for selection.

  6. Use the Assigned To buttons to assign the form to a user:

    A form displaying an accessibility request with assignment options highlighted.

    Note:

    You must activate users to view them in this list.

  7. Enter email addresses into the CC Email List field:

    A form displaying accessibility request details, including priority and CC email list.

    Note:

    You must separate multiple email addresses with a semicolon. The CC list only sends an email to notify the recipient that there is a request. Recipients cannot close or modify the ticket unless they are set as an active user in the Request Tracker module. If they are an active user, they will be notified and can go to the Request Tracker backend to manage the request.

  8. Click the Save button:

    Request Tracker interface showing options with a highlighted Save button.