Main Menu

• Select the check box for the page to ensure a page is accessible to requesters.

  For example, to enable access to the FAQ page, on which commonly asked questions about the Service Requester can be listed, select the FAQ page check box.

• Clear the check box for a page to remove access to that page.

The first option on the Main Menu tab designates whether or not a Welcome page should be displayed to requesters. The Welcome page provides a general welcome screen, where you can place general instructions for using the Service Requester, such as phone numbers to contact.

If you do not enable access to a Welcome page, requesters will be taken directly to the Submit Service Request page upon accessing the Service Requester. The content of the Welcome page can be previewed and/or edited using the available buttons to the right of the Welcome page check box.

The second item listed on the Main Menu tab corresponds to the Submit Service Request page. This is the page on which service requests are submitted by requesters. You cannot disable access to this page.

Some organizations prefer to have the Submit Service Request page as the default page that appears when requesters access the Service Requester. To ensure it is the default page, disable the Welcome page.

The appearance of the Submit Service Request page, including the fields displayed, is specified on the Submit Service Request tab of this configuration tool.

The third option on the Main Menu tab designates whether or not a Service Request Status page should be displayed to requesters. The Service Request Status page allows users to view the status of recently submitted service requests.

Depending on the version of the Service Requester you use, an Access Group Permission (System) is available to determine whether or not users have the ability to view Service Requests made by others. If this permission is enabled, users have a field available to view requests made by other users. In addition, a System Preference determines how long closed Service Requests are displayed.

Users can click a Work Order Number to open a page with additional detail. If the work order is in Requested status, an option to delete the work order is also available.

The filters on this page depend on settings designated on the Request Status tab. A setting is also available to indicate whether or not the detailed status should be displayed.

A Repair Center filter automatically displays whenever the user has access to multiple repair centers and is a member of an access group with permission to view other member's service requests.

The fourth option on the Main Menu tab designates whether or not a Submit Feedback / Surveys page should be displayed on the Service Requester. This feature allows requesters to access surveys completed on work orders. This feature should only be enabled if Maintenance Connection Support has implemented the Survey feature at your organization.

The fifth option on the Main Menu tab designates whether or not a link to Reports should be available on the Service Requester. This feature should only be enabled if the requesters have access to reports.

If the requesters using the Service Configuration tool are registered users of Maintenance Connection, you can provide access to reports through their Access Group or the Access tab of the Requester module.

With this feature enabled, a link to access reports appears on the Service Requester. Clicking this link opens the Reporter.

Options are available on the Main Menu tab to designate whether or not Customer Service, FAQ, or Help links or pages should be available in the Service Requester.

Each of these pages allows your organization to provide assistance to requesters using the feature:

• The Customer Service page typically includes links, email, and phone contacts for assistance.

• The FAQ page allows your organization to create a list of commonly asked questions regarding the service request process.

• The Help page provides access to instructional information for using the Service Requester.

The last two options on the Main Menu tab designate whether or not requesters should have access to pages to view or change their personal profile and password. These features should be enabled only if requesters are registered users of Maintenance Connection.