In the following video we discuss searching for specific service requests in the service schedule using filters and search functions. We examine accessing the service scheduler, filtering options, drilling down to specific information, combining filters and simplifying the process.
Searching for Service Requests in the Service Schedule
Key Steps:
Open the service scheduler to view the list of scheduled service requests.
Utilize the location filter to narrow down service requests based on where they were taken.
Use the search box to enter specific details such as service request number to quickly locate a particular request.
Combine the search function with filters for source store or technician to further refine search results.
Review the service description to identify the required information.
Cautionary Notes:
Ensure accuracy when entering search criteria to avoid retrieving incorrect service requests.
Double-check the filters applied to prevent overlooking relevant service requests.
Tips for Efficiency:
Prioritize using filters based on location, source store, or technician to streamline the search process.
Regularly clear filters when not needed to prevent confusion in search results.
Familiarize yourself with common search terms or service request numbers to expedite the search process.