Customer Service Request grid

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The Customer Service Requests grid

 

When you log into WBI via the URL provided from your service company, you will see a grid that lists all service requests you have made so far sorted in descending order by the date the service request was created.

 

ServiceRequestGrid1

 

If you want to sort by a different column, and/or filter to show only service requests that meet a certain criteria, refer to Filtering & Sorting for details on how to filter this Service Request grid and/or the Workorders Grid

 

Columns of the Customer Service Request grid

 

Record Created - when you created the service request
Client service request - the text you entered in the Title field when requesting service
Reference Number - the text you entered in the Reference Number field when requesting service
Status - the status of the service request

- Open means that this is a new request that you have made that has not been accepted by your service company

- Accepted means that your request has been accepted and a service workorder has been created (see Workorder column)

- Rejected means that your request has been rejected. Contact your service company for details.

- Closed means that the service workorder created from this service request has now been closed (see the Workorder column)

Priority - the priority (Emergency, Not Urgent, ASAP) that you selected in your service request
Record Created By - the initials of your AyaNova username you logged into WBI via
Client - your company name
Serial Number - the specific unit you selected that needed service in your service request
Workorder - the workorder created for your service request

 

 

 

Customer Service Requests grid menu

 

At the top of this grid is a menu bar.

 

ServiceRequestGrid2

 

The Service Workorders menu option will move you to the Workorders Grid so that you can view your existing service workorders via grid.

 

ServiceRequestGrid3

 

The New... menu option is used to create to a new service request from your service company.

 

ServiceRequestGrid4

 

 

Click on the Refresh menu option to refresh the grid every time you create a new service request or edit an existing so that the grid shows the latest information.

 

ServiceRequestGrid5

 

 

The Help menu option is used to access this Online Help file

 

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The Filter Selection menu option will only appear if you are logged in as a Head Office - someone that is requesting and viewing service requests for a number of other clients so you can select to view the customer service requests for the specific client.

 

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Select the client you wish to view service requests for, as well as the client you wish to create a service request for.

 

You can also confirm which specific client you are viewing CSR's for by the client name listed in the Client column.