Task Request - Software Support Request Tool

Purpose: A systematic tool for sending support requests and reporting software issues.

🚀 How to Access

Step 1: Go to business module

• Left corner of screen → Click on company logo
• Select User → HR → Task Requests

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👤 Part 1: Request Sender

Create New Request

Step 1: Create request

• Click "New Request" button in the top right corner of screen

Step 2: Fill in request information

• "New Task Request" dialog will appear

📝 Information Filling Guide

Required Fields:

Field	Description	Example
Request Type	Type of request	File Access (file unlock) Invoice Correction (invoice adjustment)
Approved	Request handler	Ms. Quyen Accounting
Reference Note	Reference number	FILE number or HBL number
Label	Brief title	"REQUEST FILE UNLOCK DUE TO ABC..."
Send Email (Cc)	Related persons	Department head, other related parties
Description	Detailed description	"Customer ABC changed address..."

Form Filling Illustration:

Select request type

Select handler

Example of fully completed form

Step 3: Save and send

• Click "Save" to send the request

📊 Manage Sent Requests

• All requests will be displayed in the summary table
• Note: To delete a request, please contact IT

🔐 View Permissions:

Each account can only see:

• Requests they have sent
• Requests sent to them
• Requests they are CC'd on

📧 Response Notifications

When there is a response, the system will send email notifications to:

• Request sender
• Those who are CC'd

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👥 Part 2: Request Receiver and Handler

📨 Receive Notifications

When there is a new request, the handler will receive email notifications from the system.

⚡ How to Handle Requests

Response Options:

• ✅ Approved (Accept)
• ❌ Reject (Decline)

Response Locations:

• Directly via email
• Or on the CRM system

📈 Advanced Features

📋 Export Excel

• Compile multiple requests into Excel file
• Support batch processing

🏷️ Priority Level Assessment

After processing, the receiver will assess the request priority level:

Level	Meaning
🟢 Low	Low priority
🟡 Medium	Medium priority
🔴 High	High priority

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💡 Important Notes

✅ Checklist before sending request:

• Selected correct request type
• Selected correct handler
• Filled in complete reference information
• Brief and clear title
• CC'd relevant persons
• Detailed and clear problem description

🎯 Tips for quick processing:

• High priority: Urgent files, affecting operations
• Medium priority: Regular information adjustments
• Low priority: Non-urgent requests, can wait

📞 Support:

• System errors: Contact IT
• User guide: Refer to this documentation
• Emergency: Call the handler directly

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🔄 Request Workflow

1. Create → Fill form with complete information
2. Submit → System sends notification to handler
3. Process → Handler reviews and responds
4. Notify → System sends response to requester
5. Track → Monitor status in the system

📋 Common Request Types

Request Type	Description	Processing Time
File Access	Unlock locked files	1-2 hours
Invoice Correction	Adjust invoice information	1-2 business days
Data Update	Update customer/shipment data	2-4 hours
System Access	Grant/revoke system permissions	1 business day
Report Request	Generate custom reports	1-3 business days

🚨 Emergency Procedures

For urgent requests:

1. Mark priority as High
2. Call handler directly after submitting
3. CC department head and relevant supervisors
4. Follow up within 2 hours if no response

Emergency Contact: IT Helpdesk - ext. 100