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Service RequestAll the service requests that are open will be displayed here. You can view the service requests of the desired status by selecting the desired status from Service Requests box. The service requests will be displayed along with other details like Status, Account Name, Scheduled To, Mode etc. Click on the column chooser button to select the desired detail to be displayed. If the request is not scheduled then click on the Add schedule link under Scheduled To column respective to that request. You can close, edit or delete a request. To edit a request click on Close, to edit click on edit icon and to delete a request click on Delete. You can also create new service requests by clicking on New Service Request. By clicking on the Request title you can view the snapshot page of the Service Request.
Add New Service Request
- Enter the Request Details.
- Select any of the following Status
- Closed: Closes the request.
- On Hold: Changes the request status to On Hold.
- Open: Changes the request status to Open.
- Select any of the following Level
- None: No level
- Tier 1: Level 1
- Tier 2: Level 2
- Tier 3: Level 3
- Tier 4: Level 4
- Select any of the following Mode
- NONE: Report has been created Manually.
- Automatic: The request has been created automatically when the alert has generated.
- E-Mail: Email has been logged as a request.
- Phone Call: Request has been created via Phone call.
- Web Form: Request has been generated from a Web Forum.
- Select the request type either as Request or Service Request.
- Enter the Owner Details.
- Select the Group.
- Select the Supporting Rep.
- Enter the Contact Details.
- Select the Name of the Contact person by clicking on
. - Select the Product.
- Contact number and Account Name will be automatically displayed according to the Contact Name that has been selected. Note: You can edit the contact details from the Contacts page.
- Enter the Task Details.
- Select the Category.
- Select the Priority.
- Enter the Title.
- Enter the Device Name.
- Enter the Description.
- Attach the files if any. To attach a file click on Attach file to
browse the files. The attached files will be displayed in the Attached
files box separated by a comma.
- Click on Add request.
Edit Request
- For editing a request consider the steps 1 to 4 in the Add New Service Request procedure.
- Enter the reason for updating the service request in the Reason box under Reason for updating request. These reasons will be shown in the reason history.
- Click on Update request.
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