Create a Service Call from BOB Dashboard or Tab

To create a service call from the BOB dashboard or tab:

1. Select the equipment.
2. Depending on the entity form, you can choose to:
   • Add to Service Call
     This option adds the equipment to the current service call. This is available on the Bob dashboard or the Service and Appointment forms.
   • Create New Service Call
     This option creates a new service call for the equipment. This is available from the Equipment form.

3. If the equipment has more than one fault status, the Select Fault for Call window opens and you must select the status that you are creating the service call for. (If there is only one status alert, the information is automatically added to the service call description.) The information includes the following information from Building Optimization Broker:

   • Fault

   • Target
   • System Effect

   • Recommendation

   You can only select one status.

4. Complete the service call form.