Tips & Best Practices

Setup tips

• Use clear naming conventions for service items to help users find what they need quickly

• Limit categories per building to avoid confusion and clutter

• Review and clean up unused services periodically to keep the list relevant

• Use descriptions wisely to clarify details like setup time or lead time required

Approval tips

• Set up category-level approvers early to ensure requests are routed correctly from day one

• Use cost centre-level approvers only where different budgets genuinely require different sign-off

• If a category doesn't need approval, leave the approver blank — requests will auto-approve

Cost centre tips

• Set up cost centres before rolling out services to users so costs are tracked from the start

• Use team restrictions to keep the dropdown clean and relevant for each user

• Deactivate rather than delete cost centres to preserve historical reporting data