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Creating a Service Request from the Item Browser

Creating a Service Request with this method starts a request with key item fields already filled in.

  1. Expand Inventory from the Navigator side bar

  2. Select Item Browser.

  3. Select Tools & Equipment

  4. Using the Category list or the Search function, find the Tool/Equipment of interest and check the box to highlight the item.

  5. Use the Action menu or right click on the tool/equipment and select Create Service Request.

  6. The Service Request window appears, populated with relevant details from the Tool Record.

  7. In the Service Request or Problem field, enter a title summarizing the service request or problem. Or the user can select from one of the existing descriptions found in the drop down menu (if available).

  8. Optional: From the Urgency drop-down menu, choose an Urgency level (Normal Urgency is selected by default).

  9. Optional: In the Note field, enter detailed notes that you would like to share with the Service Department performing the work.

  10. Click Save to close the window. The completed Service Request now appears in the Service Request Browser.

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