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Sewer Utility - Service Requests - Creating a Service Request from Inspection

This guide is for SDL Desktop users in the Sewer Utility module who need to generate a service request directly from a completed inspection. Reference it for the steps to create, assign, and save the service request, then close out the inspection.

  1. To create a Service Request from an inspection, select the Inspection you completed.1_450x400_z-undefined_mz-undefined_mi-1_ti-0_ar-0_cr-0_si-0_fr-0_tb-1_t-_ftc-_ftb-_mc-_mfc-_complete (55)

  2. On the Inspection tab, use the drop-down menu to select the inspection Result.2_450x400_z-undefined_mz-undefined_mi-1_ti-0_ar-0_cr-0_si-0_fr-0_tb-1_t-_ftc-_ftb-_mc-_mfc-_complete (54)

  3. On the Related tab, attach photos or any other documents associated with the inspection. Select the Create SR button to open a new window for the Service Request.3_450x400_z-undefined_mz-undefined_mi-1_ti-0_ar-0_cr-0_si-0_fr-0_tb-1_t-_ftc-_ftb-_mc-_mfc-_complete (53)

  4. A pop-up will ask if you want to create a Service Request from this Inspection. Click Yes.4_450x400_z-undefined_mz-undefined_mi-1_ti-0_ar-0_cr-0_si-0_fr-0_tb-1_t-_ftc-_ftb-_mc-_mfc-_complete (52)

  5. Select a template or select Use Blank to create a blank service request. Click OK.5_450x400_z-undefined_mz-undefined_mi-1_ti-0_ar-0_cr-0_si-0_fr-0_tb-1_t-_ftc-_ftb-_mc-_mfc-_complete (52)

  6. In the Receiving tab, you can enter the Requestor information and assign the request. 6_450x400_z-undefined_mz-undefined_mi-1_ti-0_ar-0_cr-0_si-0_fr-0_tb-1_t-_ftc-_ftb-_mc-_mfc-_complete (48)

  7. On the Action tab, select the Priority, Action By date, and list any Instructions.7_450x400_z-undefined_mz-undefined_mi-1_ti-0_ar-0_cr-0_si-0_fr-0_tb-1_t-_ftc-_ftb-_mc-_mfc-_complete (45)

  8. In the Labor tab, click the Add button to assign personnel to the service request.  8_450x400_z-undefined_mz-undefined_mi-1_ti-0_ar-0_cr-0_si-0_fr-0_tb-1_t-_ftc-_ftb-_mc-_mfc-_complete (40)

  9. On the Equip tab, click the Add button to select any equipment that will be required. 9_450x400_z-undefined_mz-undefined_mi-1_ti-0_ar-0_cr-0_si-0_fr-0_tb-1_t-_ftc-_ftb-_mc-_mfc-_complete (38)

  10. On the Materials tab, click Add to enter Materials.10_450x400_z-undefined_mz-undefined_mi-1_ti-0_ar-0_cr-0_si-0_fr-0_tb-1_t-_ftc-_ftb-_mc-_mfc-_complete (32)

  11. On the Features tab, you can link the Service Request to any Feature that may be in the system.
    11_450x400_z-undefined_mz-undefined_mi-1_ti-0_ar-0_cr-0_si-0_fr-0_tb-1_t-_ftc-_ftb-_mc-_mfc-_complete (27)

  12. Select OK. The Service Request will be created and saved.12_450x400_z-undefined_mz-undefined_mi-1_ti-0_ar-0_cr-0_si-0_fr-0_tb-1_t-_ftc-_ftb-_mc-_mfc-_complete (24)

  13. Once the Service Request has been created, you will be brought back to the inspection window and can check the box next to Inspection is completed.13_450x400_z-undefined_mz-undefined_mi-1_ti-0_ar-0_cr-0_si-0_fr-0_tb-1_t-_ftc-_ftb-_mc-_mfc-_complete (19)

  14. Click Yes to accept the closing of the inspection14_450x400_z-undefined_mz-undefined_mi-1_ti-0_ar-0_cr-0_si-0_fr-0_tb-1_t-_ftc-_ftb-_mc-_mfc-_complete (12)

  15. Select OK to save the inspection.15_450x400_z-undefined_mz-undefined_mi-1_ti-0_ar-0_cr-0_si-0_fr-0_tb-1_t-_ftc-_ftb-_mc-_mfc-_complete (9)