Service Requester Dashboard
From the Service Requester Dashboard, view details or check the status of a request. This dashboard provides a list of your service requests and work orders, where you can quickly see their status or click on an item to get more information.
Before viewing the dashboard or creating a service request, select your company in the upper right. If you have access to only one company, it will be the default selection, and you won't need to choose.
The Service Request dashboard includes the following:
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Request / WO#: Each service request automatically generates a work order number.
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Reason: Provides a description of the work to be performed.
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Target date: Estimated completion date of the work order.
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Priority: Indicates the urgency level. For instance, a critical priority might be labeled as High or Critical, while a less urgent task might be marked as Medium or Low.
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Location / asset: Identifies the asset linked to the work order. If a physical location is associated with this asset, the location displays.
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Status: Shows the work order status, including:
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Requested: Not yet issued.
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Issued: Work in progress.
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Closed: Work is completed and the order is closed.
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Canceled: Work was started but then canceled.
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Search for a request and/or work order
If you know the request or work order number, search for it on the Dashboard page.
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In Search by, select Search request / WO #.
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In Request / WO #, enter the full or partial number and click Apply.
If requests match your search, they display in the results list.
Search with filters
Apply predefined filters to narrow down the search results list. For example, you can filter work orders by specific criteria such as account, status, priority, and type. Each filter group is set to All by default.
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On the Dashboard, in Search by, select Use filters.
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In the filter bar, select options within one or more filters: Request statuses, Priorities, and Types.
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Click Apply.
The list updates based on the selected filters.
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Click Reset filters clear filters.
View service request details
View service request details to review and ensure the information is accurate, check the status, and track its progress.
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On the Service Request dashboard, locate the service request for which you want more detail.
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Click an item in the list.
The Details page opens.
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To go back to the dashboard, click Close.
