Request Intake | Handling Requests More Efficiently

A Better Way to Handle Requests

Request intakesoftware provides your employees, vendors, and customers with a convenient, robust self-service request portal.

Users can complete user-friendly request forms, track request progress, and receive alerts/reminders via email or directly on their device as statuses change.

Once the appropriate team members receive requests, they are routed based on business rules you set, and all activity related to every request is tracked for complete visibility.

Best of all, request intake software is entirely customizable to your needs, no matter your use case.

Request Intake Description/Summary

In the diagram above, you can see how the system collects, tracks, and routes individual requests to the proper staff for processing.

• Internal and external users have access to an intake portal where they can submit service requests, track the status of their requests. They can also take any necessary follow-up actions and provide feedback to staff regarding request fulfillment.

• Portal administrators create request-specific forms that collect all required information to ensure that the system delivers request information in the proper format.

• Administrators also create business rules that route submitted forms as needed.

• Processes can be simple, single-threaded flows that go from A to B to C or complex, multi-threaded flows that branch off based on logic built-in to the workflow.

Additional Features

Request intake systems provide tools for developing workflows that follow preset business rules and ensure that requests are assigned to the best person to handle them. You can base assignments on a role, management level, department, or any other attribute.

Alerts can be configured to indicate that a new request has been submitted.

Also, reminders can be set at preset intervals to ensure assigned staff promptly handle requests.

Escalations and task delegations ensure that backups are in place in case of inaction or staff vacations.

The requester can trackthe progress of the request and see who is currently working on it.

Interested in Improving Your Request Intake?

We have various resources to help you on your journey to an automated intake workflow.

• Workflow Tools and eBooks

• Workflow Ideas Weekly eMail Newsletter

• Recorded Demonstration of our Workflow Automation Software

• Request a Live Demonstration