Equiem Tools Training: Request Management

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.