Page Comparison

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1. In Schedule, select Service Requests from the menu bar.

2. The Service Requests window opens to display the following service request information that was entered in Building Optimization Broker:
   • BOB WO
     The Building Optimization Work Order is assigned in Building Optimization Broker. This ID is added to the service call created in Schedule and is stored in the SV_Call_Source_ID1 column.
   • Customer Name
     The customer name associated with the service request.
   • Location Name
     The location name associated with the service request.
   • Request Date
     The date the service request was created.
   • Request Description
     The description that was entered on the service request.
   • Equipment
     The equipment entered on the service request.
   • Issue Types
     The Building Optimization Broker issue types that were entered on the service request. The issue types are added to the service call.

   • Contact Name/Number/Email
     This is the caller information that was entered on the service request. 

   • Requestor Name/Number/Email
     This is the Building Optimization Broker user information who created the service request. 

     Note
     If the contact information is not entered on the service request in Building Optimization Broker, then the requestor information is added to the service call created from the service request.

3. To reject a service request, right-click on a service request and select Reject Request. When a service request is rejected in Schedule, the service request is removed the Service Request window in Schedule and a Declined status update is sent to Building Optimization Broker for the service request.
4. To accept a service request, right-click on the service request and select Accept Request. When a service request is accepted in Schedule, the New Service Call window opens with some of the information from the service request defaulted in. See Viewing/Editing the Service Call for more information.
5. Once you've saved the service call, the service request is removed from Schedule's Service Request window and a service appointment is created in Schedule.
   
   The status update selected for the service request is sent to Building Optimization Broker as well as appointment information. Once accepted, the ownership of this service call and all related appointments in Building Optimization Broker are marked “Managed by Signature”  and prevents Building Optimization Broker users from removing and/or altering this information. The service request and appointment cannot be edited in Building Optimization Broker.