This article will show you how to submit a new Request on behalf of a user.
Who can use this feature?
System Administrators | Owners | Publishers | Authors
Instructions
Navigate to Modules, and on the Content tab, select RequestTracker:
Click the Submit Request button:
In the Select a User section, choose a way to search for an existing user:
Search: Search using the search field
Create a New User: Create a new user
Note:
If you create a new user, you must navigate to the User Administration module and activate or deactivate their account after you submit the Request. If you do not take this action, your new user will not receive a Password Verification email from CivicPlus.
Submit Anonymously: Submit the request with no associated user
Hover over the user, then click the Select button:
In the Choose a Request Type section, hover over a request type and click the Select button:
Fill in the Request fields:
Request Source: Choose Phone, Email, Staff, Walk-In, Other, or Online Form
Brief Description (required): Add a brief description of the problem
Problem Location
Address (required): Fill in Street Number and Name, Address Line 2 (if needed), City, State, ZIP Code
Photograph: Click Browse to attach an image
Convert to PDF: Converts a DOC, DOCX, XLS, XLSX, and/or TXT file type to a PDF
Your Information
Name: Will auto-fill the user's name
Address Information: Fill in the user's address information: street number and name, address line 2 if needed, city, state, and zip code
Phone Number: Enter a phone number
Fax Number: Enter the fax number
Email Address: Will auto-fill the user's email address
Preferred Contact Method (required): Choose Email or Do Not Contact Me
Click the Submit button:
Reset: Click Reset to re-fill in the fields
Cancel: Click Cancel to delete the request with no submission history
View your Request ID:
