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

 

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  1. To create a Service Request from an inspection, select the Inspection you completed.

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  2. On the Inspection tab, use the drop-down menu to select the inspection Result.

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  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.

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  4. A pop-up will ask if you want to create a Service Request from this Inspection. Click Yes.

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  5. Select a template or select Use Blank to create a blank service request. Click OK.

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  6. In the Receiving tab, you can enter the Requestor information and assign the request. 

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  7. On the Action tab, select the Priority, Action By date, and list any Instructions.

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  8. In the Labor tab, click the Add button to assign personnel to the service request.  

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  9. On the Equip tab, click the Add button to select any equipment that will be required. 

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  10. On the Materials tab, click Add to enter Materials.

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  11. On the Features tab, you can link the Service Request to any Feature that may be in the system.

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  12. Select OK. The Service Request will be created and saved.

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  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.

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  14. Click Yes to accept the closing of the inspection

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  15. Select OK to save the inspection.

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Here's an interactive tutorial for the visual learners

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