Skip to main content
LOG_ON

Request Management

A process to centralize and manage all your requests efficiently.

Back to Template Library

Workflow Steps

Step 1 - Submit Request via Service Portal

An employee submits a request through a central self-service portal, selecting a category and filling out a dynamic form.

Step 2 - Automated Triage & Assignment

Based on the category, the new request ticket is automatically routed to the correct team and assigned to a team member based on workload or specialty.

Step 3 - Work in Progress & Communication

The assigned team member works on fulfilling the request. All communication with the requester is logged in the ticket, providing a single source of truth.

Step 4 - Resolution & Knowledge Base Contribution

The request is fulfilled, and the ticket is closed. The resolution can be used to create or update a knowledge base article to help others self-solve in the future.

The Purpose of Request Management

This is a general-purpose workflow for managing any type of internal request. It provides a single, centralized portal for employees to submit requests, and a dashboard for service teams (like IT, HR, or Facilities) to track, manage, and fulfill those requests. It improves efficiency, provides visibility into the workload and performance of service departments, and ensures a consistent and positive service experience for all employees.

Ready to use this template?

Take the next step by deploying this workflow, or customize it to your exact needs using our AI-powered designer.

View other Procurement templates

Business Contract Analysis

A process for creating and managing your company's contracts effectively.

Make or Buy Decision

This process helps in deciding the best options for onboarding new software.

Processing Changes and Creating POs

This process saves time on completing purchase orders and updates process changes more efficiently.

Need a unique template?

Our AI-powered workflow template generator can create a bespoke template based on your prompt in minutes.