Select the App Drawer icon.
Select Service Requests.
When you select a Service Request from the left panel, the Service Request details are displayed.
The information that displays in this panel includes:Work Order ID: Automatically generated.
Client: From the Service Request.
Site: From the Service Request.
Health Icon: Priority from the Building Optimization Broker data.
Summary: From the Service Request.
Description: From the Service Request.
Call Type icons: From the Service Request. You can add Call Types to the Service Request by selecting the Add icon.
Created On Date: The date that the Service Request was created.
Last Update Date: The date of the last update to the Service Request.
Request Source: Indicates how the Service Request was created.
Email - Sent from Client.
API - Created in Building Optimization Broker or via a 3rd Party web form.
Rule - Created from a Rule Fault.
Viewing Service Request Appointment Information
If there are any Appointments created for the Service Request, these will display in the Appointments section.
The Appointment information includes:
Appointment
Date/Time
Technician
Status: To see a list of possible statuses, see Service Statuses.
Viewing Service Request Call Information
The Service Request Call Information is displayed on the right panel.
The Call Information includes:
Call Status: To see a list of possible statuses, see Service Statuses.
Priority (Low, Medium, or High)
Client
Site
Equipment/System
Area
Client Contact