IT Tickets – service request

Template

Pipefy’s IT – Tickets (Service Request) Template is designed for IT areas that want to manage their service requests. With this template is possible to assign the service to the area responsible, detail the requests, and ask for the necessary approvals.

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Template structure

See how this template is structured. As this is just an example, you can customize it.

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  • 1. Requester

  • 2. Email

  • 3. Type of request

    • Hardware provisioning
    • Software installation
    • HR management
    • Data services
    • Application access
    • Facilities management
    • Marketing
    • Finance
    • Travel desk

Assignment

  • 1. Assignee according to request

Hardware provisioning

  • 1. What hardware is required?

  • 2. Price

  • 3. Quantity

  • 4. Approval

  • 5. Request date

  • 6. Status

    • Requested
    • Delivered
    • Canceled

Software installation

  • 1. Software required

    • Adobe Illustrator
    • Adobe Indesign
    • Adobe Photoshop
    • Adobe Premiere
    • MS Office
  • 2. Price

  • 3. Status

    • Requested
    • Delivered
    • Canceled
  • 4. Request date

  • 5. Approval (if necessary)

HR management

  • 1. Request type

    • Email access
    • Employee off-boarding
    • Employee onboarding
    • Employment verification letter
    • Exit interview
    • ID card
  • 2. Employee name

  • 3. Employee ID

  • 4. Job position

  • 5. Department

  • 6. Additional information

  • 7. Request date

Data services

  • 1. Request type

    • Data backup
    • File restore
  • 2. Database name

  • 3. Backup date

  • 4. Source location

  • 5. Target location

  • 6. Restore date

Application access

  • 1. Request type

    • New CRM account
    • Password reset
    • Revoke application access
  • 2. When do you need this service?

  • 3. Employee name

  • 4. Application type

    • CRM
    • Email
    • Active Directory login
  • 5. Email

Facilities management

  • 1. Request type

    • Guest access
    • Maintenance request
    • Meeting room
    • Office supplies
    • Parking permit
    • Workstation setup
  • 2. Request details

Marketing

  • 1. Request type

    • Email marketing
    • Event registration
    • Web page content
  • 2. Employee name

  • 3. Employee ID

  • 4. Email

  • 5. Job title

  • 6. Event name

  • 7. Location

  • 8. Date

  • 9. Approvals

Finance

  • 1. Request type

    • Payroll setup
    • Remove from payroll
    • Travel reimbursement
  • 2. Employee name

  • 3. Employee ID

  • 4. Bank

  • 5. Account number

  • 6. Account type

    • Savings
    • Current
  • 7. Routing number

  • 8. Employee department

  • 9. Food expenses

  • 10. Lodging expenses

  • 11. Transportation expenses

  • 12. Other

  • 13. Invoices

Travel desk

  • 1. Requests type

    • Accomodation
    • Flight tickets
    • Car rental
  • 2. Employee name

  • 3. Employee ID

  • 4. Travel purpose

    • Event
    • Business event
  • 5. Location

  • 6. From

  • 7. To

  • 8. Approvals

Approval

  • 1. Request status

    • Approved
    • Not approved
  • 2. Notes

Tickets closed

Tickets rejected

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