iiQ Resources - Manage & Customize Request Types/Categories

To create a new ticket, select New Ticket from the dashboard. Select Resources as the Ticket Type.

The default Request Categories for iiQ Resources will be displayed. These Request Categories have been configured for Resources and can be deactivated.

Please note that several hardcoded custom fields in iiQ Resources cannot be edited.

To remove them, corresponding request types should be deactivated in Admin > Requests.

Read more here about managing Request types and categories:

Those hardcoded fields can be used on custom request types.

To add a new Resource Request custom field, please go to Admin > Custom Fields > Add new > Choose the Field Type: "Resource request.”

A field is available in iiQ Resources. This field allows the user to add multiple assets to a ticket. The following options are available for this field:

The “Purchase new equipment” was selected as the Request Category in this example. The ticket template contains the custom field that allows the requestor to add a resource and the quantity of that resource that should be purchased.

Select Add Line to search for the resource the ticket requests to purchase.

To help with the search, three radio buttons allow the user to select between searching by model Name or Asset Tag or indicate if the resource is not listed and enter it.

Name - Model names available in Resources are displayed. When using names, quantity can be specified for all inventory types (serialized, generic, and consumables).

Please note that the models displayed in the "Name" dropdown are determined by the visibility settings for each model. To manage this, go to Admin > Models > Specific Model. If a specific role, such as Staff or Faculty, does not have access to a particular model, that role will not see it in the dropdown list.

Asset Tag - Full names of the items and their identifiers are displayed

The resource is not listed - If the user cannot find an item searching by Name or the Asset Tag, they can select the “The resource is not listed” radio button and manually enter the item name in the Search box and then specify the quantity.

The quantity can only be updated for Generic and Consumable Inventory Types. For serialized items, it defaults to 1.

Once the resources have been entered, the ticket can be submitted. The submitted ticket shows the list of selected resources for purchase.

You can manage the iiQ Resources Ticket Type visibility and customize Request Categories and Request Types via a new Requests page that can be found in the Administration section on the left-hand nav.

Resources Tab

The Resource tab includes a full list of all request Categories already included in the Resources menu.

These may not fit your particular district’s needs. You can control your system’s active or inactive requests by checking or unchecking each request’s box to the left.

To deactivate the entire request category, uncheck all the requests under that request category. Users will no longer see this option available for ticket submission.

You can also add request types to any request category. Locate the search bar below each request category section. Search for the desired request from a default list and click Add.

You can create and add new Requests to your Request categories. Locate the search bar under each Request category section. Click the down arrow to the right of the Add button and select New Request Type.

In the pop-up window, enter the name of your new Request and select Save. The latest Request will appear in the list of Requests underneath the selected Request category.

To create a new Request category under Exchange Request, Maintenance/Repair, or Purchase New Resource, go to the bottom of the Request category lists, where you will find a section called Create New Request Category. Enter the name of the new Request category and click the Add Category button to the right.

Important Note: Custom Request Category name cannot contain special characters such as & #

Next, you must search for the Requests you want to make available for this Request category. Search and add any global Requests using the drop-down menu and clicking the Add button.

Your selected Request will now appear as an active option. You can search and add as many Requests as needed under any Request category.

You can easily edit or delete any locally created Request by selecting the Edit button on the right side. A pop-up window will appear, allowing you to edit or delete the Request.

You can easily edit or delete any custom-created Request category. Hover over the category title, and the text will change to a blue color with a pencil icon to the right. Click the Request category title to continue, and a pop-up window will appear, giving you the option to edit the Request category name or delete it.

You can manage which ticket categories will be visible on your site under the Requests page’s Ticket Wizards (Types) tab. Selecting or unselecting any checkbox will activate and deactivate these categories district-wide.

Alternatively, you can limit a category’s visibility based on a user’s role using the Visibility buttons on the right side of the page.

In the pop-up window, unchecking any box ensures that all users with that role will no longer see that category as an option to select during ticket submission.