Request History- Search & Edit (on-premise)
The search menu contains three types of search actions that can be performed; search Request History, search Appointments, and search Customers. This section deals with Searching Request History.
Note: You must have permissions to edit a service request. Otherwise, you can only view the details.
Search results will vary, depending on how much search information is entered. The less information a user provides, the wider the search results. For example, not specifying a location, will result in a list detailing all locations; omitting a user name, will result in a list detailing requests closed by all users, etc.
Perform Request Search
- In Search > Request History, enter available information.
- Click Search.
Edit Closed Service Requests
- In the menu, go to Search > Request History.
- Enter the available information, and click Search.
- Locate the request to edit, and click Detail.
- Click Edit, at the bottom of the Request Details screen.
- Make the desired changes.
- Click Save.
When changing the date and time of a service request, it is important that all Time fields agree. For example: If a user changes Work Tickets: Time Seen, from 9:30 am to 9:40 am, then Worked Services: Time Started, must also be changed to 9:40 am.
Delete Service Request
You must have Administrative rights to delete a closed service request.
Note: Once a request has been deleted, it cannot be recovered.
- Select detail for the request to be removed.
- Click Delete.
Explanation of Time Slots
|Date Seen||Date the request was taken.|
|Time Seen||Time the request was taken.|
|Date Out||Date the request was closed.|
|Time Out||Time the request was closed.|
|Started||Time the service was started.|
|Completed||Time the service was completed.|
Note: Be sure that the Time Seen/Time Out and Time Started/Time Completed times agree with each other!
A request summary displays information regarding a customer's service request. Among information collected are the name of the customer, the date the service request was created, who completed the request, any comments, etc. If enabled, A user may also edit the request from the Request Summary window by clicking on View / Edit Details.