Service Request Management

The Service Request Management feature provides the ability to manage service requests, allowing users to review, approve, or reject service requests. The feature is accessed through Miscellaneous menu.

Security Requirements

In order to process service requests, the user needs to have View permission on Service Request Management.

Figure 639: Service Request Management

Search

• Select the Request Type

  Available request types are - New Customer

• Select the Request Status

  Available statuses are - Open - Approved - Rejected

• Select the From date

  Defaulted to current date.

• Select the To date

  Defaulted to seven days from current date.

• Click on the Search button to list the service requests for the selected filters.

Process

• Selecting the Service Request on the grid expands the request details, with the option to Approve or Reject the individual item.

• The Approve all action will mark all Open Service Requests as approved.

• The Reject all action will mark all Open Service Requests as rejected.

• The Process action picks all Approved Service Requests and executes the workflow depending on the type of the Service Request.