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 Citizen RequestTracker (CRT™). If your contract started after this date, please view the information for the new CRT package. 

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
     • Note: If you choose to Send an Email, you must fill out the following fields:
       
       
       • To: Enter email address
       • Message: Create email content
     • Note: 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