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Managing Service Requests

Track the requests you've submitted, and — if you manage a department — handle the requests coming in to your team. Everything happens in one place: statuses, assignment, approvals and comments.

If you haven't submitted a request yet, start with Creating Requests.


Where Requests Live

Go to Tasks → Requests. The tab has two views:

ViewWhat it showsWho sees it
My RequestsThe requests you submittedEveryone
IncomingRequests sent to your departmentAdmins and executives, and anyone who manages at least one department

Each view shows a live count next to its name, so you can see at a glance how much is waiting for you.

Top right you'll find:

  • New Request — available to everyone
  • New Type — available to admins and to people who manage a department

Every row in the list shows the request title, its status badge, who asked for it, the request type, the priority and the date it was created. Select the row to open the request.

:::info Empty views If nothing is waiting, you'll see "No requests yet" under My Requests and "No incoming requests" under Incoming. :::


Request Statuses

StatusWhat it means
pending approvalWaiting for a manager to approve it before work starts
openAccepted, work hasn't started
in progressSomeone is working on it
waiting on requesterThe department needs something from the person who asked
resolvedThe work is finished, waiting to be closed out
closedFinished and closed
cancelledWithdrawn or rejected

How a request moves along

FromWhere it can go next
pending approvalopen (approved) or cancelled (rejected)
openin progress or cancelled
in progresswaiting on requester, resolved or cancelled
waiting on requesterback to in progress or cancelled
resolvedclosed, or back to in progress if it's reopened
closedFinal — nothing follows
cancelledFinal — nothing follows

:::caution Closed and cancelled are final A request can only be reopened while it is resolved. Once it's closed or cancelled, there is no button to bring it back — submit a new request instead. :::


Opening a Request

Select any request to open its detail. Use Back to Requests at the top to return to the list.

The detail shows:

SectionWhat you see
Title and statusThe request title with its current status badge
DescriptionWhat the requester wrote when submitting
Request detailsBy: who asked, Type: the request type, Priority: the priority, plus the date it was created
Submitted formA read-only list of the answers the requester filled in — shown only when the request type has a form
AssigneeWho is handling it. Managers get a dropdown here and can change it
Action buttonsThe status actions available to you right now
CommentsThe conversation on the request

Comments

Every request has a Comments section under the details. Use it to ask for clarification, share progress or add context — no email needed.

  • Type in the "Add a comment..." box and select Send. Pressing Enter sends it too.
  • Each comment shows the author's name, the time it was posted and the text.
  • If nothing has been said yet, you'll see "No comments yet".

Internal notes

If you manage the request's department, you'll also see a checkbox: "Internal note (only visible to department staff)". Tick it before sending and the comment stays inside the department — the requester won't see it. Internal comments are marked with an Internal badge.

tip

Use internal notes for triage chatter — vendor quotes, scheduling, who should pick it up — and normal comments for anything the requester needs to know.


Taking Action on a Request

The buttons you see depend on the current status and on your relationship to the request. "Manager" below means an admin, the manager of the department the request was sent to, or an executive over that department.

Current statusButtonWho sees it
pending approvalApproveThe request's manager
pending approvalRejectThe request's manager
openStart WorkingThe manager or the assignee
openCancelThe manager or the requester
in progressResolveThe manager or the assignee
in progressWait for RequesterThe manager or the assignee
in progressCancelThe manager or the requester
waiting on requesterResumeAnyone viewing the request
waiting on requesterCancelThe manager or the requester
resolvedCloseThe requester or the manager
resolvedReopenThe manager, the assignee or the requester

Every change is confirmed with a short message such as "Status updated to in progress". Buttons are disabled for a moment while the change is being saved.

Approving and rejecting

Request types can require approval before work starts. Those requests arrive as pending approval and wait for a decision.

  • Approve moves the request to open, ready to be worked on. The requester is notified.
  • Reject opens a short Reject request window. Enter a reason in the "Reason for rejection (optional but recommended)" box, then choose Reject request to confirm, or Cancel to back out.

:::caution Rejecting cancels the request Rejecting sets the status to cancelled, which is final. Because the requester can't act on a cancelled request, it's worth adding a comment before rejecting so they know what to do next — for example, resubmitting with more detail or using a different request type. :::

Assigning the work

While a request is open, in progress or waiting on requester, managers see an Assignee dropdown in the detail view. It lists Unassigned plus your colleagues by name.

  • Pick a person to hand the request over. You'll see an "Assignee updated" confirmation.
  • Assigning a request that is still open moves it straight to in progress — no need to press Start Working as well.
  • Choose Unassigned to clear the current assignee.
  • The person you assign is notified so they know it's theirs.

Everyone else sees the assignee as read-only text, so the requester always knows who is handling their request.

tip

If a request type has a default assignee, new requests of that type arrive already assigned — you only need to step in when you want someone else to take it.

Working, pausing and finishing

  • Start Working — you've picked the request up; it becomes in progress.
  • Wait for Requester — you need something back from the person who asked. The request becomes waiting on requester.
  • Resume — the information arrived; the request goes back to in progress.
  • Resolve — the work is done. The requester is notified that it's resolved.
  • Close — confirms the request is finished and closes it out.
  • Reopen — the fix didn't hold. Only available while a request is resolved; it returns to in progress.
  • Cancel — withdraws the request. This is final.

Staying Informed

You don't need to keep refreshing the list. Arketic notifies you when something changes:

  • As a requester, you're notified when your request is approved and when it's resolved.
  • When a request is assigned to you, you're notified that it's yours to handle.
  • As a department manager, you're notified when a new request comes in to your department.

See Notifications for where these appear and how to manage them.


For Managers — Defining Request Types

Request types are the menu your colleagues choose from. Each one decides which department handles the request, how urgent it is by default, who picks it up and what details are collected up front.

Select New Type in the top-right of the Requests tab. It's available to admins and to anyone who manages a department. The New Request Type window opens, with the note "Add fields below to collect structured details when someone opens this request (optional)."

Fields

FieldRequiredWhat it does
NameYesWhat people see in the request type list — for example IT Equipment
DepartmentYesThe department that will handle these requests
Default priorityNoLow, Medium, High or Critical. Medium is used if you don't change it
DescriptionNoA short note about what the request is for
Default assigneeNoChoose No default — route to department to let the manager triage, or pick a member of the chosen department to auto-assign every new request. You have to pick a department first
Requires manager approval before work startsNoWhen ticked, new requests of this type arrive as pending approval and wait for an Approve or Reject decision
Request form fields (optional)NoBuild a short form the requester fills in when submitting. Their answers appear in the Submitted form section of the request

Choose Create Type to save, or Cancel (or press Esc) to close without saving. You'll see a "Request type created" confirmation, and the type becomes available in the New Request panel straight away.

Building the request form

The form builder lets you add these field types:

Text, Textarea, Number, Date, Dropdown, Multi-Checkbox, Radio, Heading, Info Text and Divider.

Use Heading, Info Text and Divider to group questions and explain what you need; the rest collect the actual answers.

:::caution No file or image fields Request forms are for structured details only — they can't collect file or image uploads. If you need a document, ask for it in a comment on the request. :::

:::info Departments come first If you haven't set up departments yet, the Department dropdown will tell you: "No departments available. Create departments in Settings first." See Departments. :::


Tips

  • Write clear descriptions. The more specific the request, the faster it moves.
  • Use comments instead of email. Everything stays with the request, so nothing gets lost between inboxes.
  • Assign early. Handing a request to a named person makes it clear who is on it — and starts the work automatically.
  • Close what you resolve. Resolved requests wait for a Close; closing keeps your list honest.
  • Managers: put a form on your busiest types. Asking the right questions up front saves a round of back-and-forth.
  • Managers: set a default assignee for types that always go to the same person, so nothing sits in triage.