Create a facility request from the workbench

All users in your organization can create any facility requests that your facilities admin [facilities_admin] has enabled on the floor plan view.

Before you begin

Role required: none

Procedure

  1. Perform one of the following options.
    ChoiceAction
    To search for a space location Find a space on the floor plan.
    If you know the space location Click the space on the floor plan.
  2. On the Spaces tab, under the room information details, click Create Facilities Request.
    Note: You can also right-click the space link and select Create New Request.
  3. Fill in the fields on the form, as appropriate.
    Table 1. Facilities request form
    Field Description
    Number An auto-generated number that identifies the request record.
    Opened Auto-filled with the date and time the request was opened.
    Caller

    Read only for user.

    Facilities staff can select another caller record.

    Priority The priority that describes the importance of this request. By default, all requests are set to 4-Low.
    Affected CI A CI affected by this request.
    State The state that describes what work stage this request is in. By default, all requests are set to Open.
    Location The location associated with this request. Verify that the location is correct. If it is not, you can select another location record.
    Category The catalog category for the request.
    Template The template for creating this request (optional). Click the reference lookup icon and select a template. The request is populated with all fields in the selected template including all subtasks and part requirements (if applicable).
    Initiated from Specify the incident or task from which this request was created.
    Short Description [Required] A brief summary of the request. Optionally, you can click the search knowledge icon to view articles in the knowledge base relating to this product model, plan, or CI. Doing so could provide a solution related to the reason you are submitting this request.
    Description A detailed description of the request. The description is always visible to the submitter. Therefore, if you add or modify the description for a request that another user submitted, the user is able to see the changes.
    Work Notes Additional notes that you want to share between users who can access the request form. A user who submits the request through the service catalog cannot see the worknotes.
  4. Click Save or Ready for Work.