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The queue functionality within Request Management allows requests to be grouped together into specific queues based on spaces, categories and statuses.
These Queues are a way to group management of requests for example, you could have a queue for Building A and a queue for Building B with different request managers/assignees, or you might have a cleaning queue with all cleaning categories in a building.
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If you do not need separate queues at your location, all requests will be managed through one default queue.
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RM and RA will be removed from user settings
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If RM or RA is added as a role in the widget/user settings, they will need to be manually added to a queue after
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RM and RAs do not need to be from the same owenershop company as the queue
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Creating a Queue
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Queues can only be created by the Equiem Admin Team. |
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Request Managers and Assignees do not need to be from the same company as the queue owner, however Property Managers do in order to add queue agents. |
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When creating a new category, you will be required to add the category to an existing queue. Ensure the queue you would like to add the category to is set up beforehand.
To add a category to a queue:
Open Request Management and click Settings from the top left hand corner.
Navigate to the Categories tab
Select Add Category from the left-hand corner
Add your chosen icon, category name, and type (if applicable). Then select the building(s) this category should be available at.
Next, select the queue from the drop-down list.
Click Next: Add Subcategories, and add the relevant subcategories, if applicable.
Select Add Category to save your changes.
Adding Spaces & Statuses to a Queue
To add spaces or statuses to a queue, please raise a support ticket detailing the spaces and statuses, and the queue they should be added to.
FAQs
Question | Answer | |
|---|---|---|
Insert a common question here | Insert answer here | |
Insert another common question here | Insert answer here | |
Insert another common question here | Insert answer hereDo I have to have queues? | All Requests must be added to a queue in order to be managed, however, most of our customers will only have one queue for their location. This will be titled ‘Default’ and you don’t need to do anything to create this. |
Can I add a Request Manager to multiple queues? | Yes. | |
Can I add a Request Assignee to multiple queues? | Yes. | |
Does a Request Manager or Request Assignee have to belong to the same company as the owner of the queue? | No. | |
What is a queue owner? | A queue owner is the company who owns and manages the queue. Any Property Manager who is responsible for adding Request Managers or Assignees to a queue should belong to the same company as the queue owner. | |
If I invite a user to register for the platform and pre-assign them either a Request Manager or Request Assignee role, will they be added to a queue automatically? | No, you will need to add them to the relevant queue once they have registered. |