New requests can be added via Desk. To add a new request, first select the appropriate Resource Group.
Then click on the +Add button at the top right of the screen.
This will produce the new Request form, this may be specific to the resource group selected.
Required fields are highlighted yellow. Fast Requests, Requirements and Warnings are pre-set and these can be edited within the Configure area.
The form fields are as follows:
• Fast Request – If a request is made regularly, a “Fast Request” can be configured in the
system to speed up making the request. When you select a fast request from the field, it sets
other fields in the dialog to preconfigured settings. Different fast requests are available for
each resource group.
• Requested by – a free text field for the name of who is making the request (a contact at the
location)
• Request Date – Date the request is required.
• Request Time – Time the request is required.
• From Location – The location which the request will start from.
• To Location – The location where the request will end.
• Activity – The activity which is required.
• Resource Count – Number of staff required to carry out the request.
• Mode of transport – Example a Bed or Wheelchair
• Priority – The priority of the request
• Patient Name – The patient’s name involved in the request if required.
• Patient Number – Two text fields are included to specify internal identification numbers.
• Notes – Notes which are visible to the customer portal.
• Secure Notes – notes which are not visible to the customer portal.
• Requirements – Turn on and off requirements for the request.
• Warnings – Turn on and off warnings for the request.
• Show to customer – determine if the customer portal will see this request.
• Raise return request – if on, the system will generate a reverse request when this one is
saved.
Complete the request form and click on Save. The new request will now appear on the list of requests. Click on any cell of the request to view the action options.