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IMPORTANT - Product End of Life Statement - IMPORTANT

Request RE, Survey, and Calendar 1.5 Support Ending December 31, 2020
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18. Other Request Features

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This chapter includes some of the useful tools included with Kinetic Request that relate to managing and monitoring requests.

Global Search

This dialog lets you perform more advanced searches than are available from the Submissions tab on the Service Catalogr Console. 

Global Search Dialog:

global search.JPG

The biggest advantage to global search is being able to search across multiple templates, and by specific date ranges.

List Manager

The List Manager is an excellent tool for managing the process of sending requests to groups of customers.  It allows you to design or import your own groups, and even to designate groups from other groups or request results.  Once your groups are configured, you can send them a request based on any service item or message template you can access.  The most common use for the list manager is a test group for new service item.

Example of List Manager:

list manager.JPG

Configuration Manager

After installation, there are only a few reasons to go back into the configuration manager.  Categories, Web Messages, Style and Pattern need to be added/modified on an irregular basis.  The Manage Messages tab will need to be monitored only if you are having issues with emails getting to your customers

Configuration Manager

config manager.JPG

Along the left side of the configuration Manager are links that let you update both the web administration properties of your web servers, and mass update web server links.