Configure a workplace service record producer as a Universal Request

Enable an employee to submit a universal request using a workplace service record producer from the Workplace Service Portal. Configure a workplace service to create Universal Request whenever an employee makes a selection.

Before you begin

Ensure that you have activated the Universal Request plugin.

Ensure that you have the following:

• A workplace service that is linked to a record producer. For more information, see Configure a Record producer.
• An active record producer.

Role required: sn_wsd_case.admin or sn_wsd_case.manager

Procedure

1. Navigate to All > Workplace Case Management > Workplace Case Management - Setup > Record producers.
2. Select the record producer that you want to configure as a universal request.
3. Select Universal Request Config tab.
4. To enable the universal request feature, select Create Universal Request.
5. If the universal request requires an extra review, select Requires Additional Review.
6. Click Update.

Result

The workplace service record producer is configured as a universal request.

When an employee submits an inquiry using this workplace service, a universal request is created. The request is automatically assigned to the Workplace services assignment group.

Related tasks

• Create a workplace case from Universal Request
• Work on a workplace case from a Universal Request
• Transfer a workplace case created from a universal request