This article will teach you how to issue a new service request. This feature will allow you to request for any tenant service that is needed to maintain, install, and/or repair items in a building space.
- From the Property & Facility menu, click Service Requests.
- From the Service Requests page, click the New Service Request button.
- Once the New Service Request window has loaded, complete the form presented:
| Field | Explanation |
|---|---|
| Primary Information | |
| Property | Select the desired property. |
| Building | Select the building for the service request. |
| Floor | Select which floor the service request is for. |
| Suite/Room | Select which suite, room or common area the service request is for. |
| Requesting Tenant |
Select which tenant is requesting the service. Note: For a billable service request, the requesting tenant must be selected in order to bill them accordingly. |
| Cubicle/Office # | If applicable, enter the requesting tenant's cubicle or office number. |
| Requestor Name | If applicable, enter the requestor's name. |
| Requestor Phone | If applicable, enter the requestor's phone number. |
| Work Information | |
| Request Type | Select the type of service request. |
| Priority | Select the priority level of the service request. |
| Work Description | Enter a brief description of the service request. |
|
File Attachments | |
| Add File(s) | Click the Browse button to add an attachment. |
| Future Scheduling Information | |
| Start Date |
Select or enter (MM/DD/YYYY) the start date for the service request. Note: If the service request is for the current date leave this field blank. |
| End Date |
Select or enter (MM/DD/YYYY) the end date for the service request. Note: If the service request is for the current date leave this field blank. |
| Recurrence |
From the drop-down list for Choose Period, select either Weekly or Monthly for the recurrence period. From the drop-down list for Choose Interval, select how often the service request will occur. From the drop-down list for Choose Day, select the day of the week the service request will occur. |
| Workflow | |
| Assigned To | Select who the service request is assigned to. |
| Status | Select the status of the service request. |
| Comments |
Enter any comments for the service request. Note: If applicable, select the checkbox for mark comment as internal. |
- Click the Save button.
- The service request has been submitted and is now visible under the Open tab.
- Note: If the service request is recurring it is now visible under the Recurring tab.