#Request Report

Request report lists all service requests manually submitted by users and corresponding request information. You can easily handle one or more requests within one interface. To access the request report, select Request report on the left navigation panel under Directory.

You can perform various actions to view and manage requests in the Request report.

#Choose Columns

You can select the columns that you want to display in the Request report. Select the choose columns button in the upper-right corner, and select the column names in the Choose columns panel from the following column groups: Basic information, User information, Service information, and Metadata. Then, select Save to save your choices.

#Sort and Filter

To sort and filter requests in the report, select the Sort and filter button in the upper-right corner and complete the following steps:

1. Sort by – Select a column name from the drop-down list to sort the requests, and then choose to arrange the requests in the Ascending or Descending order of the selected column.

2. Filter by – Select one or more columns from the drop-down list, and then configure the column values as the filter of the requests.

   If you want to reset the filters you configured, select Reset.

3. Select Save to save all your configurations.

#Change View

To include various requests in the report, you can select from the built-in views, as well as configure custom views based on the built-in views. AvePoint Cloud Governance provides the following built-in views:

• All requests – It displays all service requests submitted by any users, and this is the default view of the Workspace report. You can set another view as the default view.

• Ongoing requests – Displays all ongoing service requests.

• Requests with exceptions – Displays all service requests with problems encountered.

To change the view, select the Change view button, and then select a view from the list.

To configure your custom views, perform the following actions:

• Save view as – When you are using a built-in view, you can choose your desired columns, sort, and filter workspaces. If you want to save the current view as a new view, select the Change view button, and then select Save view as. In the Save view as window, enter a view name in the text box and select Save to save the view. The view that you created will be displayed under the Custom views category in the view list.

• Publish view – If you want to publish a custom view as a public view, select a custom view in the view list, and then select Publish view. The published view will be displayed under the Published views category in the view list. Note that all the IT administrators in your tenant can view, edit, or delete the published view.

• Set current view as default – If you want to set a view to be the default view, select a built-in view or a custom view in the view list, and then select Set current view as default. This view will only become your default view and will not become the default view of other IT administrators.

• Delete view – If you want to delete a view, select a built-in view or a custom view in the view list, and then select Delete view. Note that the built-in view All workspaces cannot be deleted.

• Modify a view – If you change the columns, sorts, and filters in a view and you want to save the changes, you can select the Change view button, and then select Save changes to current view. Note that the built-in view All workspaces cannot be modified.

#Manage Requests

You can perform the following actions to handle submitted requests as the IT administrator. To select requests to perform actions, you can choose to Select all filtered requests or Select requests manually.

#Handle Requests

You can perform the following actions to handle one or more requests:

• Approve or reject request – Complete the following steps for the request approval:

  1. Select a request that is waiting for approval, and view the request information in the View details panel by selecting the request summary. After viewing the request details, you can select Approve or Reject on the ribbon in the panel.

     You can manually select one or more requests, or select all filtered requests and select Action on the report ribbon, and then select Approve or Reject as needed.

  2. In the Approve or Reject panel, you can enter any comments you may have in the textbox.

  3. Select Save to submit your approval or rejection.

• Cancel request – To cancel a request, complete the following steps:

  1. Select a request, and view the request information in the View details panel by selecting the request summary. After viewing the request details, you can select Cancel on the ribbon in the panel.

     Or you can select one or more requests and select Action on the report ribbon, and then select Cancel.

  2. The Cancel window appears asking for your confirmation.

  3. Select OK to confirm the cancellation.

  NOTE

  When request whose status is In progress is canceled, the running job that has already been initiated in AvePoint Cloud Management will not be interrupted, and some requested settings may be updated.

• Delete request – To delete a request, complete the following steps:

  1. Select a request, and view the request information in the View details panel by selecting the request summary. After viewing the request details, you can select Delete on the ribbon in the panel.

     You can manually select one or more requests, or select all filtered requests and select Action on the report ribbon, and then select Delete.

  2. The Delete window appears asking for your confirmation.

     NOTE

     All tasks generated based on the request will also be deleted once the request is deleted.

  3. Select Delete to confirm the deletion.

• Retry error task – For a request with a problem encountered during the request execution process, there will be an error task. To retry the error task, complete the following steps:

  1. Select a request in the Problem encountered status, and view the request details and error message in the View details panel by selecting the request summary. To have another try on the error task, select Retry on the ribbon in the panel.

     Or you can select one or more requests and select Action on the report ribbon, and then select Retry.

  2. In the Retry panel, you can leave any comments you may have in the textbox.

  3. Select Save to commit your comments and retry the error.

• Skip error task – For a request with a problem encountered during the request execution process, there will be an error task. To skip the error task, complete the following steps:

  1. Select a request in the Problem encountered status, and view the request details and error message in the View details panel by selecting the request summary. To skip the error task, select Skip on the ribbon in the panel. Or you can select Action on the report ribbon, and then select Skip.

  2. In the Skip panel, you can leave any comments you may have in the textbox.

  3. Select Save to commit your comments and skip the error.

#Export Report

To export the report, including information of all requests or specific requests, complete the following steps:

1. Select the requests you want to export and select Export report on the ribbon. If you want to export the report of all requests, select Export report directly.

2. In the Export report window, choose to Export to a local path or Export to a storage location. If you choose to export to a storage location, select a location from the drop-down list.

3. Select a file type for the report from the drop-down list: CSV or XLSX.

4. Select Export.

#Task Assignee

You can perform the following actions on the task assignees:

• Mail current assignees – To send an email to task assignees of specific requests, select one or more requests and select Assignee on the ribbon, and then choose Mail current assignees. The email application on your computer is opened, and the email addresses of task assignees are automatically filled in.

• Mail all current assignees – Select Mail all current assignees on the ribbon to send an email to tasks assignees of all requests. The email application on your computer is opened, and the email addresses of task assignees are automatically filled in.

  NOTE

  This is only available when you choose to Select all filtered requests in the Request report.

• Change assignee – To change the task assignee of specific requests, complete the following steps:

  1. Select a request.

  2. Select Assignee on the ribbon, and then choose Change assignee.

  3. In the Change assignee panel, you can see the current task assignee. To change the assignee, select the Edit button to open the Edit assignee panel, and specify a user or group as the new assignee. Then select Save.

     If you want to remove the newly specified assignee, you can select the Undo button.

  4. Select Save to save your changes.

#View Request Information and Settings

To view the basic information and detailed settings of a request, complete the following steps:

1. Select the summary of a request.

   NOTE

   For requests that have sub requests, the Subrequest of panel appears after selecting the request summary. You can select the summary of a sub request to access its basic information and detailed settings in the View details panel.

2. In the View details panel, you can:

   • View the basic request information under the Request details tab, such as Request ID, Approval stage, Request type, etc.

   • View the request details under the Request information tab, including basic settings and advanced settings.

#View Request Timeline

To view the timeline of a request, complete the following steps:

1. Select the summary of a request.

   NOTE

   For requests that have sub requests, the Subrequest of panel appears after selecting the request summary. You can select the summary of a sub request to access its View details panel.

2. In the View details panel, select the Timeline tab. Then you can view the detailed timeline of a request.