How to Create a Service Request (Web)

When creating a Service Request, we always starts with the 'Asset'. Your Assets can include the Building, and all of the Hardware, Equipment, Appliances, Furniture, and Fixtures found within it. Once you've found the Asset, you'll select the Problem that best matches the issue you're experiencing.

Quick Guide:

Step 1 โ€“ Navigate to the Service Request module

  • Start by clicking the Service Request icon found on the top-left of your dashboard
  • Mobile APP: You may be prompted to select your Store location. If the 'Geo-Location' tool is enabled, the APP will auto-select your store location. Otherwise toggle to "Geo

 

Step 2 - Locate the Asset that needs to be serviced 

  • The 'Search' bar at the top of the asset list can be used to search for specific assets.

 

Step 3 - Click the Create Service Request action icon found in the Action column

  • The action column is on the far-right of the Service Request module by default.
  • You can move the Action column around by clicking the 'Action' column at the top, and dragging it into your preferred position.

 

Step 4: Create the Service Request by tapping on the Asset

    1. Problem: Select a Problem Type
      • If the Problem Type you need is not present, send an email to facilities
    2. Service Provider; Select a Service Provider z
      • By default, the Rank 1 Service Provider will be selected.
      • To adjust this, tap the Service Provider name in order to select another Service Provider if needed.
    3. Priority: Select a Priority Type
      • A default Priority Type is in place per Asset Type
      • To adjust this, tap the Priority Type in order to adjust
      • Note: L1 Emergency will auto select the Over Time Approved box
    4. Name: Enter your First & Last Name
    5. Description: Enter a Description to better define the problem you are experiencing.
      1. We recommend providing as much information as possible, so that your Service Provider has the best chance to send the correct tech, with the right tools, and perfect parts.
      2. Include any special instructions for the technician as well; such as peak restaurant times, preferred time / method of entry, etc.
    6. PhotoWe recommend including a Photo of the issue whenever possible to provide more information about the quality, condition, or location of the asset; as well as the problem you might be experiencing. 

 

Please see the attached Web & Mobile reference guides for more information. 

 

 

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