Create a Service Request

Service requests are created when there is a problem that needs action.

TIP: See Create a Service Request for a quick start guide on this subject.

TIP: You can search for a caller on the Caller Information panel by entering the first few letters of the customer's name in the First Name or Last Name fields and tapping Search Callers or letting the results filter in the drop-down list.

Once a customer is entered in the Caller Information panel, the call history for the customer shows in the Call History panel.

  1. Tap Create from the menu and tap Service Request.

The Create Service Request page opens.

NOTE: The categories in the Request Type panel are defined by the administrator in the Hierarchy panel found in Designer under Service Requests > Templates. See Configure the Service Request Template Hierarchy in the Designer for 15.8 Guide for more information.

  1. On the Request Type panel, select the desired category. You can use the filter icon to filter categories.
  2. Once a category is selected, select the type of service request.

NOTE: The Questions panel populates with any questions that have been defined by the administrator.

  1. Answer any questions as needed. See Questions and Answers for more information.
  2. Enter information in the Caller Information and Incident Information panels.

TIP: You can search for a caller on the Caller Information panel by entering the first few letters of the customer's name in the First Name or Last Name fields. Results appear and filter as you enter more of the customer's name.

  1. Tap Create Service Request.
  1. Open an inspection.
  2. Navigate to the Related Activities page from the Inspection menu.
  3. Tap Create linked activity from the Related Service Requests panel.

The Create Service Request page opens.

NOTE: The categories in the Request Type panel are defined by the administrator in the Hierarchy panel found in Designer under Service Requests > Templates. See Configure the Service Request Template Hierarchy in the Designer for 15.8 Guide for more information.

  1. On the Request Type panel, select the desired category. You can use the filter icon to filter categories.
  2. Once a category is selected, select the type of service request.

NOTE: The Questions panel populates with any questions that have been defined by the administrator.

  1. Answer any questions as needed. See Questions and Answers for more information.
  2. Enter information in the Caller Information and Incident Information panels.

TIP: You can search for a caller on the Caller Information panel by entering the first few letters of the customer's name in the First Name or Last Name fields. Results appear and filter as you enter more of the customer's name.

  1. Tap Create Service Request.
  1. Open a work order.
  2. Navigate to the Related Activities page from the Work Order menu.
  3. Tap Create linked activity on the Related Service Requests panel.

The Create Service Request page opens.

NOTE: The categories in the Request Type panel are defined by the administrator in the Hierarchy panel found in Designer under Service Requests > Templates. See Configure the Service Request Template Hierarchy in the Designer for 15.8 Guide for more information.

  1. On the Request Type panel, select the desired category. You can use the filter icon to filter categories.
  2. Once a category is selected, select the type of service request.

NOTE: The Questions panel populates with any questions that have been defined by the administrator.

  1. Answer any questions as needed. See Questions and Answers for more information.
  2. Enter information in the Caller Information and Incident Information panels.

TIP: You can search for a caller on the Caller Information panel by entering the first few letters of the customer's name in the First Name or Last Name fields. Results appear and filter as you enter more of the customer's name.

  1. Tap Create Service Request.
  1. Open a case.
  2. Navigate to the Case Related Activities page from the Case Summary menu.
  3. Tap Create linked activity on the Related Service Requests panel.

The Create Service Request page opens.

NOTE: The categories in the Request Type panel are defined by the administrator in the Hierarchy panel found in Designer under Service Requests > Templates. See Configure the Service Request Template Hierarchy in the Designer for 15.8 Guide for more information.

  1. On the Request Type panel, select the desired category. You can use the filter icon to filter categories.
  2. Once a category is selected, select the type of service request.

NOTE: The Questions panel populates with any questions that have been defined by the administrator.

  1. Answer any questions as needed. See Questions and Answers for more information.
  2. Enter information in the Caller Information and Incident Information panels.

TIP: You can search for a caller on the Caller Information panel by entering the first few letters of the customer's name in the First Name or Last Name fields. Results appear and filter as you enter more of the customer's name.

  1. Tap Create Service Request.