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Managing Requests

View, filter, assign, and resolve requests with due dates

Written by Ben Gale
Updated over 2 weeks ago

Why Manage Requests

Service requests need assignment, tracking, and completion—like issues, but with due dates and different resolution types. Managers see all requests; members see only what they created or were assigned. Overdue requests surface in dashboards and can be routed by workflow rules.

How to View and Filter Requests

  1. Go to Service Desk > Requests

  2. Use filters for status, priority, category, assignee, due date, or location

  3. Click a request to open the detail view

  4. Use Comments to add updates

  5. Follow a request to receive notifications when it changes

Overdue requests are highlighted. Requests with due dates appear in the Calendar.

How to Assign and Update Requests

  1. Open the request

  2. Click Assign and select a team member

  3. Update status (Open, Review, Escalated, On Hold) as work progresses

  4. Add comments for updates

  5. When done, select a resolution type (Completed, Approved, Denied, Cancelled) and add notes

  6. Click Mark Complete or Resolve

Members can escalate assigned requests back to the manager when done—they cannot mark as complete themselves.

Resolution Types for Requests

  • Completed — Work was done

  • Approved — Request approved (e.g. for future action)

  • Denied — Request rejected

  • Cancelled — Requester withdrew the request

Before You Start

You need the Manager role for Service Desk to assign, edit, and resolve all requests. Members can only view and escalate requests assigned to them.

Common Questions

What happens when a request is overdue? It appears in dashboards and Calendar. Workflow rules can target overdue requests (e.g. assign to a specific team).

Can I add a due date after submission? Yes. Open the request, edit the Due date field, and save.

What's the difference between Completed and Approved? Completed means the work was done. Approved means the request was accepted (e.g. for scheduling) but the work may happen later.

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