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Request a New or Updated Service Request Page

Overview:

The Knowledge Base or Service Catalog Content Submission service can be used to request a new Service Request page or to modify an existing service.

How to place a new request or modification:

  1. Go to the Knowledge Base or Service Catalog Content Submission service and click Submit Content to begin your request.
  2. Complete the following fields:
    • SubjectEnter a brief subject for your request.
    • I am submitting a request for a: Select Service request.
    • Please select whether you are submitting an addition or modification: Select Modification you wish you modify an existing service or Addition if you wish to submit a new service.
    • When would you like this request to be completed and live in production: Select a due date for your request. Please allow up to two weeks for new services. 
    • Please list the content owner for this submission and their contact email or phone number: Enter the name and contact information for the person responsible for managing this content.
    • Please enter a suggested category for this new article or service: If you are submitting a new service request, enter a suggested category for the service. View the A-Z Request Index for an overview of categories. 
    • Please provide the link to the existing service page or article you would like to modify: If you are requesting to modify a service request, copy and paste the service page link here.
    • Describe your requested modifications: If you are requesting to modify a service, describe the changes that need to be made.
  3. Attach any related files such as documentation describing the service, sample request forms or workflows you would like associated with your service request. If your service will link to a web form, such as a Qualtrics form, please include the link in your request. If you need a request form created for this service, please describe what information the form should collect from requestors. The TeamDynamix team will contact you for additional information. If your request is for a new service, please fill out the Service Request Template and attach it.
  4. Click Request.

Information about new request forms for Service Request Pages:

Request forms are set up to collect the following from customers: 

  • Requestor (This field auto-populates with the name of signed in customers)
  • Subject (A brief title that explains the nature of the request)
  • Description (A brief description of the issue or request)
  • Attachment (Customers may attach a file to the request)

If there is any additional information you would like to collect from customers, please specify what you'd like to collect. Custom attribute fields, such as text boxes and drop down selections, may be created to collect specific information that helps technicians to fulfill a request or resolve an issue. If you need help thinking of fields, look at the request forms for similar services (just be careful not to submit them!).

What happens after I submit my request?

A Service Request will be drafted in the TeamDynamix Sandbox using the information provided in your request. You will be contacted with a link to the test Service Request page to ensure all information is complete, accurate and meets the needs of your group. Once the Service Request is reviewed and tested, it will be moved to production in the Service Catalog.

For additional information, check these categories in the Knowledge Base:

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Fri 3/24/17 5:32 PM
Fri 7/14/17 10:44 AM

Files (1)

docx

Service Request Template.docx

3/24/2017 8:34:39 PM