This article will teach you how to create and manage staff user pools for service request routing.

To create a new SR work pool:

1. From the Property & Facility menu, click Settings.
2. From the Property & Facility Settings page, navigate to the Service Requests section and click Routing.
3. From the Work Routing page, click the Actions button and select Add Pool.
   
   
   • Note: If you manage mult
     iple properties, ensure that you have selected the correct property that you desire to create a staff user pool for in the upper-right corner of the page.
4. Once the Add New Pool window has opened, enter the desired name of the staff user pool in the Title textbox, and click the Save button.
5. Upon saving you will be brought to the Pools tab of the Work Routing page.

To add a user to an existing SR work pool:

1. From the Property & Facility menu, click Settings.
2. From the Property & Facility Settings page, navigate to the Service Requests section and click Routing.
3. Click the Pools tab and then click the name of the applicable staff user pool.
   
4. Once the Pool: [Pool Title] window has opened, click the name(s) of the applicable user(s).
   • Note: The user list will contain staff users, as well as vendor contacts that have been granted Service Request access. Vendor contacts will be listed underneath their respective vendor company names in bold. For additional information, see Editing Property Work Order Access for a Vendor.
5. Click the arrow pointing to the right and then click the Save button.
6. The staff users have now been added to the applicable staff user pool.
   • Note: Staff users that are included in the staff user pool will be listed within the box on the right.

To remove a user from a SR work pool:

1. From the Property & Facility menu, click Settings.
2. From the Property & Facility Settings page, navigate to the Service Requests section and click Routing.
3. Click the Pools tab and then click the applicable staff user pool.
   
4. Once the Pool: [Pool Title] window has opened, click the name(s) of the applicable staff user(s)
5. Click the arrow pointing to the left and then click the Save button.
6. The staff users have now been removed from the applicable staff user pool.
   • Note: Staff users that are not included in the staff user pool will be listed within the box on the left.

To delete an existing SR work pool:

1. From the Property & Facility menu, click Settings.
2. From the Property & Facility Settings page, navigate to the Service Requests section and click Routing.
3. Click the Pools tab and select the checkbox(es) next to the applicable staff user pool(s).
   
4. Click the Actions button and then select Remove Pool.
5. The applicable staff user pool has now been deleted.