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Creating a service call

Creating a service call

  1. A service call is generated in one of the following methods:
    • Method One: Automatically opening the Service Call window when the request is accepted. When the Service Request is accepted, the Service Call window automatically opens in the Dispatcher window on the Schedule tab;

      This auto process feature is available under ESMS Integration Settings found in Settings.

    • Method Two: Manually used context-sensitive menu. Right-click on the service request and then choose Create Service Call; To edit the Service Call, right-click on the Accepted Request and choose Open Service Call to open the window in the Dispatcher window on the Schedule tab.
    • Method Three: Manually using service request detail section. Choose the Accepted service request to display the detail information, and then choose Create Service Call. To edit the Service Call, right-click on the Accepted Request and choose Open Service Call to open the window in the Dispatcher window on the Schedule tab.
  2. The Service Call Description field contains the service aggregator's service description and the requestor's name.
  3. After the service call has been created, access the service call window by right-clicking on the service request and choosing Open Service Call. The Service Call window displays on the Schedule browser tab. From this window you can add/edit additional information.

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