Requesting a New Account
Suppose your company is onboarding a new employee that needs to have their company accounts (e.g., email) or a new laptop set up. To prepare for the recruitment of your companies’ new arrivals, Request a New Account. Below are steps on how this could be done:
The Workflow of how the system works is shown below.
![Diagram
Description automatically generated](/wp-content/uploads/2021/12/image-28-1024x413.png)
1) Add 5 Stages
- Waiting for Support
- Cancelled
- Blocked
- Escalated
- Completed
![](/wp-content/uploads/2021/12/image-29.png)
2) Edit “Waiting for Support” Stage
Add Stage Information:
- Status: Waiting for Support
- Stage Name: Waiting for Support
- Assignee (User or Group): Select a person or group that is best suited to make this decision.
- Category: Transition Stage
![](/wp-content/uploads/2021/12/image-30.png)
Add Outcomes;
- Outcome Name
- Go to Stage: Select the Stage this action will go to
![](/wp-content/uploads/2021/12/image-31.png)
Outcome 1
- Outcome Name: Cancel
- Go to Stage: Cancelled
![](/wp-content/uploads/2021/12/image-32.png)
Outcome 2
- Outcome Name: Block
- Go to Stage: Blocked
![](/wp-content/uploads/2021/12/image-33.png)
Outcome 3
- Outcome Name: Escalate
- Go to Stage: Escalated
![](/wp-content/uploads/2021/12/image-34.png)
Outcome 4
- Outcome Name: Complete
- Go to Stage: Completed
![](/wp-content/uploads/2021/12/image-35.png)
3) Edit “Canceled” Stage
Add Stage Information;
- Status: Canceled
- Stage Name: Canceled
- Assignee (User or Group): Select a person or group that is best suited to make this decision.
- Category: Transition Stage
For example:
- Outcome / Status 1: “Canceled”
![](/wp-content/uploads/2021/12/image-36.png)
4) Edit “Blocked” Stage
Add Stage Information;
- Status: Blocked
- Stage Name: Blocked
- Assignee (User or Group): Select a person or group that is best suited to make this decision.
- Category: Transition Stage
For example:
- Outcome / Status 1: “Blocked”
![](/wp-content/uploads/2021/12/image-37.png)
5) Edit “Escalated” Stage
Add Stage Information;
- Status: Escalated
- Stage Name: Escalated
- Assignee (User or Group): Select a person or group that is best suited to make this decision.
- Category: Transition Stage
For example:
- Outcome / Status 1: “Escalated”
![](/wp-content/uploads/2021/12/image-38-1024x629.png)
Add Outcomes;
We are adding Outcomes to the “Escalate” Stage because we are passing along the decision making to another user
- Outcome Name
- Go to Stage: Select the Stage this action will go to
![](/wp-content/uploads/2021/12/image-39-1024x179.png)
Outcome 1
- Outcome Name: Cancel
- Go to Stage: Cancelled
![](/wp-content/uploads/2021/12/image-40.png)
Outcome 2
- Outcome Name: Complete
- Go to Stage: Completed
![](/wp-content/uploads/2021/12/image-41.png)
6) Edit “Completed” Stage
Add Stage Information;
- Status: Completed
- Stage Name: Completed
- Assignee (User or Group): Select a person or group that is best suited to make this decision.
- Category: Transition Stage
For example:
- Outcome / Status 1: “Completed”
![](/wp-content/uploads/2021/12/image-42-1024x635.png)
Once the stages are completed,
7) Publish and try it out!
![](/wp-content/uploads/2021/12/image-43-300x240.png)
After receiving a ticket, this is what it should look like
![](/wp-content/uploads/2021/12/image-44-300x181.png)
If the User decides to Escalate this request, the options below will appear
![](/wp-content/uploads/2021/12/image-45-300x138.png)
The screenshot below demonstrates an example of the end result, after the ticket has been closed
![](/wp-content/uploads/2021/12/image-47-300x77.png)