SOP: Service Request Status Management
Objective
To effectively manage service request statuses in the service request report to ensure efficient handling of service calls.
Key Steps
Understanding Statuses:
Familiarize yourself with the different statuses: New, In Progress, Completed, Cancelled, and Ready to Service.
Moving from New to In Progress:
Open the service request that needs to be moved.
Assign a technician to the request.
Schedule the service call.
Update the status to In Progress and save the service request.
Adding Status Description:
After moving to In Progress, add additional information in the status description bar.
Include relevant notes such as dates, diagnosis, parts ordering, etc.
Save the service request to update the status description.
Updating Status Description:
You can revisit the service request at any time to update the status description.
Add new notes as needed to keep track of the service call progress.
Cautionary Notes
Ensure accurate information is entered when assigning a technician and scheduling the service call.
Double-check the status description for clarity and completeness before saving.
Tips for Efficiency
Use the status description to provide detailed information for better tracking of service calls.
Regularly update the status description to reflect the current progress of the service request.
Save the service request after each update to maintain accurate status records.