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

  1. In Search > Request History, enter available information.
  2. Click Search.

Edit Closed Service Requests

  1. In the menu, go to Search > Request History.
  2. Enter the available information, and click Search
  3. Locate the request to edit, and click Detail.
  4. Click Edit, at the bottom of the Request Details screen.
  5. Make the desired changes.
  6. 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.

  1. Select detail for the request to be removed.
  2. Click Delete.

Explanation of Time Slots

Work Tickets
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.

Worked Services

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!

Request Summary

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.

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