The following video discusses managing service request statuses to track the progress of service requests accurately.
Managing Service Request Statuses
Key Steps
Access Service Request Report: Start by navigating to the service request report where you can view service requests categorized as new, in progress, completed, or canceled.
Understanding Statuses:
New: Service requests are considered new until a service request date is assigned.
In Progress: Service requests move to this status once a service request date is assigned, indicating that work is scheduled to begin.
Assigning Service Request Date:
Select a technician and assign a service request date and time.
Save the service request to change the status to in progress.
Adding Status Description:
Utilize the status description field to provide detailed information about the service request status.
Update the status description as needed to reflect the current progress or any changes in the service request.
Cautionary Notes
Ensure that service requests are accurately categorized to avoid confusion about the progress of each request.
Regularly update the status description to provide clear and up-to-date information about the service request.
Tips for Efficiency
Use status descriptions to provide additional context and details about the service request progress.
Regularly review and update service request statuses to keep track of the current status of each request accurately.