Service Request Panel Fields

The Service Request panel shows all of the general service request information. Some of the information in the data fields may populate by default according to the configuration set by the administrator.

  • Service Request Id: This field automatically populates with the unique service request ID and cannot be changed.
  • Status: Select the state, condition, or situation of the service request.
  • Description: This field automatically populates with the problem code selected when the service request is created. This field cannot be changed.
  • Category: This field automatically populates with the category selected when the service request was created.
  • Priority: Select the order of importance for the work to be completed.
  • Initiated By: This field automatically populates with the login ID of the person who created the service request.
  • Initiated Date: This field automatically populates with the date and time it was created.

NOTE: The Initiated Date field cannot be changed unless the Allow Changes to Initiated Date/Time check box is selected in Designer under Preferences > General.

  • Submit To: Select the person to submit the service request to.
  • Submit To Date: The date/time field automatically populates with the current date and time when the Submit To field is populated or updated.
  • Dispatch To: Select the person to dispatch the service request to.
  • Dispatch To Date: The date/time field automatically populates with the current date and time when the Dispatch To field is populated or updated.
  • Investigation?: Select if this service request has been investigated.
  • Investigation Date: Enter the date and time the service request was investigated or use the calendar icon.
  • Project Complete Date: If not already populated, enter the date of the expected completion of the service request.

NOTE: The projected completion date calculates using the Duration and Duration Units defined on the service request template in Designer. See Add or Edit a Service Request Template in the Designer for 15.5 Guide for more information. If nothing is defined in Designer for Duration and Duration Units, the projected completion date field will be blank.

  • Emergency?: Select if this service request is an emergency.
  • WO Needed?: Select if a work order is required.
  • Cancel: Select Cancel to cancel the service request.
  • Cancel Date: The date/time field automatically populates with the current date and time when the service request is canceled.
  • Cancel Reason: Enter the reason why the service request was canceled.
  • Canceled By: This field automatically populates with the login of the user who closed the service request.
  • Closed By: This field automatically populates with the login of the user who closes the service request.
  • Closed Date: The date/time field is automatically populated with the current date and time when the service request is closed.
  • Resolution: Select the final outcome of the service request. These are defined in Designer under Preferences > Service Request.
  • Labor Cost: This field automatically populates with the total cost of the labor if labor is added to the service request.