Create a workplace service case
As a case manager, apart from managing the workplace cases, you can also create a raise workplace service request directly using the Workplace Central Case management workspace.
Before you begin
Role required: sn_wsd_case.manager
About this task
Submit a workplace service request on behalf of an employee for any reason. You can directly raise a request using the Case management workspace.
Procedure
Navigate to All > Workplace Central > Workplace Central.
You can also open Workplace Central from the Employee Center directly. Navigate to Workspaces > Workplace Central.
The Workplace Analytics dashboard opens.
On the left pane, select the Case Management icon (
Case Management icon.\).
The Case Management dashboard opens.
To create a case, use any one of the following navigation:
- On the Case Management landing page, scroll down to the All active cases section and select New.
- On the Case Management landing page, in the Overview section, open a tile and select New in the list view.
- In the Which service would you like to request? dialog box, select the type of workplace service request that you want to raise.
You can raise the following workplace service requests:
- Reconfigure an office space
- Request a desk change
- Request furniture
- Submit a general request
- Submit a maintenance request
- Select Submit.
To fill the form, refer to Requesting a workplace service topics.
Select Submit to submit the request.
Result
The workplace service request is submitted and a workplace case is created. Refresh the All active cases list to view the workplace case.
Parent Topic:Working with Case management
Related topics
Manage workplace cases using Case management
Work on a workplace case using Case management
Create a child case and a child task
Manage workplace cases in calendar view in Workplace Central