This article will teach you how to setup and manage service request forwarding.
- From the Property & Facility menu, click Settings.
- From the Property Management Settings page, navigate to the Service Requests section and click Routing.
- From the Work Routing page, ensure the applicable property is selected in the upper-right corner of the page.
- Click the Actions button and select Add Forwarding.
- Once the Add New Forwarding window has loaded, complete the form presented:
| Field | Explanation |
|---|---|
| From User | Select the staff user the service request should be forwarded from. |
| To User | Select the staff user the service request should be forwarded to. |
| Start Date | If applicable, select a specific start date the service request will be forwarded. |
| End Date | If applicable, select a specific end date the service request will be forwarded. |
- Unless specific dates are entered in the Start Date and End Date fields, the service request forwarding will be ongoing beginning immediately.
- Click Save.
- The service request forwarding has been saved and is now listed under the Forwarding tab.
- To edit an existing service request forwarding, click the Forwarding tab and then click the title located within the From User column
- Once the Update Forwarding for [User Name] window has opened, complete the applicable edits and then click the Save button.
- To delete an existing forwarding, click the Forwarding tab, select the checkbox next to the title located in the From User column, click Actions, and then select Remove Forwarding.