Assign Users to a RequestTracker Form (New CRT)

Prev Next

You can assign users to a RequestTracker form, 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. Expand the request type category in the Request Types section:

    RequestTracker interface shows various request types and their statuses for users. A Request Type category is highlighted.

  4. Click the form you would like to assign users to:

    RequestTracker interface shows various general requests, including the Accessibility Request form highlighted.

  5. Click the Actions button:

    RequestTracker interface shows options for managing accessibility requests. The Actions button is highlighted.

  6. Select Properties:

    RequestTracker interface shows options for managing accessibility requests and properties. The Properties option is highlighted.

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

    Form displaying an accessibility request. The Assigned To options are highlighted.

    Note:

    You must activate users to view them in this list.

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

    Form fields for an accessibility request, including a highlighted CC Email List section.

    Notes:

    • 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 active users in the Request Tracker module. If they are an active user, they will be notified and can go to the Request Tracker back end to manage the request.

  9. Click the Save button:

    The interface shows an accessibility request form with a highlighted Save button.