You can access the module in Management > Settings > Request categories.
In the top right corner of the screen, click the button with the “+” icon.
In the dialog that appears, enter the name of the new request category.
You can choose a custom description for this category.
Choose one of the options regarding attachments:
Off – it will not be possible to add an attachment to a request in this category
Required – adding an attachment to the request will be mandatory
Optional – an attachment can be added, but it will not be mandatory
Tick Allow comments between the member and platform administrators, if you want the given request to be commented on by both members and platform administrators .
Tick Send platform administrators a notification about a new request, if you want platform administrators (where the member has permission for it) to receive notifications about requests in this category.
Tick the field Active, if you want the category to be offered in requests straight away.
Then press the OK button to create the new request category.
Editing: Request category records can be edited at any time. Created request categories cannot be deleted.
Search: Using the search field you can easily search your created categories.
Requests
Through requirements, you can create tickets for individual members to get various information or documents from them. Members can create tickets for management if they need to request something.
Managing request categories requires permission in the Settings and Requests modules.
