...
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.
...
Question | Answer |
|---|---|
Do 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. |