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Creating a Service Request from Scratch in the Service Request Browser

Use the Service Requests screen to submit a new request for maintenance, repair, or inspection. Follow the steps below to create and submit a new request.

Steps to create a Service Request from Scratch in the Service Request Browser:

  1. From the left-hand menu, expand the Service and Calibration module.

  2. Click Service Requests.

  3. Click Create Service Request at the top of the screen.

  4. A new Service Request form opens. The request number, date, and requester fields are automatically populated.

  5. Under Item Requiring Service, add the item by doing one of the following:

    1. Enter the Tool Number manually and click Enter

    2. Scan the item using a barcode scanner

    3. Click Browse to select from the Item Browser

  6. Once the item is added, tool information will populate automatically.

  7. In the Service Request or Problem field, type a short title or select a description from the dropdown menu.

  8. (Optional) Use the Urgency dropdown to set a priority level. The default is Normal.

  9. (Optional) Enter more details in the Note field to help the service team understand the issue.

  10. Click Save to submit the request. It will now appear in the Service Request Browser.

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