Navu Requests - Create a Ticket Request
- Aliena Somers
Pathway: Home Screen; Navu Requests Icon
The Navu Requests tool provides all system users a way to report issues and request help while using the Navusoft application. General users of Navu Requests can create ticket requests for any reason, however, when a general user submits their ticket request it is placed in a Submission Pending status for their internal Navu Request Administrator to review and submit on to Navusoft.
After users have submitted a ticket request they can then track its status and add additional information to the request at any time.
Field and Tab Descriptions
Field | Description |
|---|---|
Urgent | Indicates the ticket requires immediate attention. Tickets marked as Urgent will be given priority in the queue. |
Request Type | Indicates what category the request falls into. This helps determine where the request gets routed once submitted to Navusoft. |
User | Defaults to the user who created the request. |
Products | Indicates the product (NavuCore, NavuNav, NavuSales) the ticket applies. |
Module | Indicates the module the request is for. Only one module may be selected. Use the Detailed Description field to indicate if any other modules should be included in the ticket. |
Screen | Indicates which screen associated to the module the ticket request applies. |
Summary | Include a brief summary of what the request is about. Example: “New Hire Training Request” or “New User Account Email Not Sending” |
Detailed Description | Provide a detailed description of the request in the Detailed Description box which may include replication steps, available dates and times for training, and any additional supporting information for the request. |
Activity | Tracks activity and notes for the ticket. Select the Activity tab to add and review notes as well as review status changes for the ticket. |
Attachments | Add attachments such as error messages and screen captures in the Attachments tab. |
Create a Ticket Request
Select Navu Requests from the Notification Icon tool bar to open the Navu Requests tool.
Select the plus icon in the upper left corner to open the ‘Add Navu Request’ popup editor.
Select the Request Type, Product and Module.
Enter a brief description in the Summary field.
Select the Detailed Description tab. Provide a detailed description of the request in the Detailed Description box. This may include replication steps, available dates and times for training, and any additional supporting information for the request.
Select the Attachments tab to add any attachments to go along with the request such as screen shots of an error message.
Select Request Submission Approval (general user option) or Submit to Navusoft (administrative user option).
If you are a general user the ticket will be held in a Submission Pending status until your internal Navu Request Administrator has reviewed and submitted it on to Navusoft.
If you are an administration user you can submit tickets you’ve created directly to Navusoft.