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Add Request Types (Work and Schedule Request Types)

FMX allows organizations to create and customize work request types as a way for them to categorize their Maintenance, Technology, or Planning Requests as well as Schedule Requests.

Adding Work Request Types

1. Click on Organization in left sidebar, then click on the Request Types tab.

2. Click on the +Add request type button in the top right hand corner.

3. Enter the request type Name, select the Module it should be associated with (Maintenance, Technology, or Planning Requests), enter a number for the Default days until due, and select the user types that are allowed to submit requests of this type (see example below). 

*NOTE: Default days until due indicates the number of days between the date the request was submitted and the date that the request will appear on the FMX calendar, or the due date. If "0" is entered, the request will appear on the FMX calendar on the date that it was submitted. The Default days until due setting will be used by default unless the user submitting the request has the ability to select a custom due date (their user type must have Can access due date permission for work requests to do so). 

4. Click the Save button to add the new work request type.

Editing Work Request Types

1. Click on Organization in left sidebar, then click on the Request Types tab.

2. Click on the Edit icon across from the desired work request type (see below). 

3. Edit the request type settings as needed and click the Save button at the bottom to save your changes. 

Deleting Work Request Types

1. Click on Organization in left sidebar, then click on the Request Types tab.

2. Click the Delete icon across from the work request type you wish to delete. 

3. Click the Delete button at the bottom of the next page to delete the work request type. 

Adding Schedule Request Types

1. Click on Organization in the left sidebar, then click on Request Types tab. 

2. Click on the +Add request type button in the top right hand corner.

3. Enter the request type Name, select the Module it should be associated with (Schedule Request), and select the user types that are allowed to submit requests of this type (see example below). 

4. Entering a Standard Request Name automatically assigns a name to a request when it is created. This value can contain static text and dynamic placeholders. A placeholder is just a special text value that is substituted with a property from the request. For example,{Start time} event at {Building} would generate 5:00 PM event at High School for a request that starts at 5:00 PM in the High School building. In addition to start time and building, there are many other placeholders. 

Editing Schedule Request Types

1. Click on Organization in left sidebar, then click on the Request Types tab.

2. Click on the Edit icon across from the desired schedule request type.

3. Edit the request type settings as needed and click the Save button at the bottom to save your changes. 

Deleting Schedule Request Types

1. Click on Organization in left sidebar, then click on the Request Types tab.

2. Click the Delete icon across from the work request type you wish to delete. 

3. Click the Delete button at the bottom of the next page to delete the work request type. 

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