Service Request forms are housed in the Client Portal area of TDX. These forms are also available to users throughout the public-facing website of the group or department that they are associated with. You can search for a form through the website or from within the Client Portal.
Searching for Access or Service Request Forms in the Client Portal
- Navigate to the Client Portal tab on your browser.
- If working in Users (TDNext):
- Click the Applications menu.
- Click on the Client Portal icon. The Client Portal will open in a new tab.
- Click the Applications menu.
- If working in Users (TDNext):
- Select Find Access and Service Request Form in the Service Catalog on the homepage menu.
- Click Search in the menu.
- Use the Search field to find the form you are looking for.
- Click the Lookup Category button for more search options.
- Click the Search button upper left. Search results are displayed below the search form.
- Click the title of the form from the list of results. The page will open with some information about that certain request form.
- There are several actions you can take from this area of the Client Portal.
- Select the Request Service button to fill out the form for yourself.
- Some forms can be filled out on behalf of a customer. See Complete a Service Request form on Behalf of a User.
- Select the Share button to access the URL within the auto-generated message to send to a user. See Send a Request Form to a User.
- Select the Request Service button to fill out the form for yourself.