A service request is a request for service to address a particular issue. Service requests can be created from:
- Service Requests > Select New Service Request.
- From an email sent from your customer. See Service Request Settings.
- Created automatically from a rule fault. See Service Request Settings.
Manually Creating a Service Request
- If you are creating a service request from the Service Requests application, after you've selected to create the new service request, the Create Service Request window displays.
- Complete the following fields, as needed. Required fields are marked with an asterisk below.
- Summary: Enter a brief summary.
- Description: Enter the description for the service request.
- Priority: Select the priority level of the service request (Low, Medium, High)
- Issue Types: Select one or more issue types. (Energy, Comfort)
- Client*: The Client the Service Request is created for.
- Site*: The Site the Service Request is created for.
- Target*: Select the Equipment or System that the Service Request is for. The available entities for the Site display in the drop-down.
- Site Contact: Select the Site Contact. The available Contacts for the Site display in the drop-down.
- Area: Select one or more Areas.
- Select Create to generate the service request.