Create Service Request

You can create a service request for the current location record. Typical service requests are created to resolve an issue or to obtain a new service.

To create a service request:

  1. Display the record for which you want to create a service request.

  2. From the Select Action menu, select Create > Service Request.

  3. In the Reported Priority field, enter a value to indicate the urgency of the service request.

  4. The system defaults values in the Reported By, Affected Person, and Reported Date fields. You can change these values as needed.

  5. In the Summary field, enter a brief description for the service request.

  6. In the Details field, type a more detailed description of the service request.

  7. To create the service request, click OK. The system displays a message above the toolbar indicating that the service request has been created. Click Cancel to close the dialog box without creating the service request.