Manage Services

Use Manage Services to search for resources and review service order information for bookings on a specific date. You can view resources with and without service orders, monitor resource status, and track review status.

After you locate a resource, you can update its status, mark it as reviewed or unreviewed, or open it in Navigator to review additional details and make changes.

Search for service orders

1. Select Manage Services in the toolbar.

2. Search for service orders using filters:

   • Start Date and End Date: Leave as the default (current date) or select a different date.

   • Building: Select a specific building, area, or view.

   • Category: Select the category to search.

   • Status: Select one or more booking statuses.

Review and edit service orders

1. Select the Service Order in Results tab.

   • Change state:

     1. Select the order.

     2. Select Change State.

     3. Select the new state in the Change State window.

   • Change details: Double-click the order, or select it and then select Open to launch the item in the Navigator.

   • Review an order: Select the order, then select Reviewed or Unreviewed.

   • Print: Select Print to open a preview for hard copies or emailing.

2. When you finish working with service orders, select Close.