The Callers Panel
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l ast Name
TENNEY
BLACKWOOD
New Request From Caller
First Name
DENA
CANDACE
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M,L Call Time
11///20125:04:11 PM
11/1/20125:05:51 PM
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The
Callers
panel displays all callers added to the service request.
• Check the box by a caller and click
New Request From Caller
to create a new service request
for the caller.
• To view the call history of the customer, select
View > Callers
from the main Request tool bar.
The Related Work Activities Panel
Work
orders
Add:
WO Template :
Submit To:
Priority:
Enter Id and
select
Save
on the main
Request toolbar
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Proj, Start Date:
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Supervisor:
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Id
Description Priority Statl" SubmitTo
Proj Start Date Proj Fini,h
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Remove
The
Related Work Activities
panel contains inspections and work orders associated with the service
request. You can create a new inspection/work order or attach an existing inspection/work order to the
request.
• To associate an existing inspection or work order, type the Id number into the appropriate
Add
field
and click
Save
on the main Request tool bar. Al l attached activities display at the bottom of the
designated panel.
• To edit, click on the
Id
hyperlink of the desired activity,
Server AMS 2013 SPl End User Training Manual
Section 4: The Service Request
0
69
