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EquiemToolsTrainingRequestManagement.jpeg

Overview

We have split our Request Management training into two sections: 

  • using Request Management as a Property Manager

  • using Request Management as a Request Reporter

This session covers:

  • Managing Spaces

  • Managing Statuses and Categories/Sub-categories

  • Managing Permissions 

  • Raising Requests

  • Managing Requests

Video Sessions

Using Request Management as a Property Manager

https://www.youtube.com/watch?v=YWTp38pe91k

Using Request Management as a Request Reporter or end user

https://www.youtube.com/watch?v=9jZeFXn4JVw

Test Your Knowledge

  1. Submit a request on the front end of your platform.

  2. Assign the request to a member of your team - remember to let them know it's just a test.

  3. Mark the request as complete.

If you need any help, please reach out to your Customer Success Manager.

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