IT サービス管理におけるリクエスト タイプとは

About request types

Request types are the types of requests that can be raised in your service project, such as Get IT help or Request a new account. They direct your customers to the right place to submit their requests, and allow your agents to more effectively assist your customers by automatically sorting requests into the correct queue and IT service management work category (Service requests, Incidents, Problems, Changes, or Post-incident reviews). Find out how to use work categories in any of your service projects.

Request types can also be organized into groups in your help center to help customers find the right place to submit their requests. Read about setting up, customizing and organizing your request types, or find out how to customize the fields of a request type to suit each request.

Each request type is based on an work type, and a single work type can be the basis for many different request types. For example, both the Request new hardware and Request new software request types could be based on the Purchase work type. This is because request types manage specific settings such as naming and portal customization, while work types manage foundational settings like workflows and fields.

新しいリクエスト タイプを作成する

Project admins can add and configure custom request types from Request types in Project settings, or use the defaults that came with your service project if you created it using a project template.

リクエスト タイプを初めて設定する場合は、次の手順に従います。

• カスタマーがどのようにリクエストを作成するかを考えます (例: "ハードウェア リクエストの登録" ではなく "新しいモニターの購入")。

• リクエスト タイプを "プリンターのヘルプ" や "Wi-Fi アクセス" などの小さな塊に分割します。

• 専門用語の使用を避けましょう (例: "SSH キーのデプロイ" ではなく "アクセスが必要")。

Read how to create a new request type.

既存のリクエスト タイプを割り当てる

If you enable work categories (Service requests, Incidents, Problems, Changes, or Post-incident reviews) in one of your existing service projects, you can then assign your existing request types to a category to gain additional features for your requests. Any request types not assigned to a work category can be found on the Unassigned screen within the Request types section of your project settings, and the Queues section of the project’s sidebar navigation. Read about unassigned request types. Or, find out how to assign an existing request type to a work category.