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Assign Users to a Request Type (New CRT)

  • Updated:

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

 

Who can use this feature?

Engage System Admin Slash Engage Owner

 

 

Important Note  

  • All sales after July 1, 2020 will have this new version of Citizen RequestTracker (CRT™). If your contract started before this date, please view the information for the original CRT package. 

 

Instructions

  1. Navigate to Modules > Content > RequestTracker
    navigate to the RequestTracker module
  2. Select the Request Type
    select a request type
  3. Click Actions
    request type actions button
  4. Select Properties
    request type actions menu, properties
  5. Use the Assigned To buttons to assign the form to a user
    assigned to radial buttons
  6. Enter email addresses into the CC Email List
    CC email list text box
    • Note: You must separate multiple email addresses with a semicolon.
    • Note: The CC list will only send an email to the email address to notify the recipient that there is a request, the recipients will not be able to close the ticket or modify it unless they are set as an active user on the RequestTracker module. If they are, they will be notified and then they can go to the RequestTracker module back-end and manage the request.
  7. Click Save
    save button
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