Creating a Service Request

A service request is a request for service to address a particular issue. Service requests can be created from:

• Service Requests > Select New Service Request.

• From an email sent from your customer. See Service Request Settings.

• Created automatically from a rule fault. See Service Request Settings.

Manually Creating a Service Request

1. If you are creating a service request from the Service Requests application, after you've selected to create the new service request, the Create Service Request window displays.

2. Complete the following fields, as needed. Required fields are marked with an asterisk below.

   • Summary: Enter a summary.

   • Description: Enter the description for the service request.

   • Priority: Select the priority level of the service request (Low, Medium, High)

   • Issue Types: Select one or more issue types. (Energy, Comfort)

   • Client*: The Client the Service Request is created for. 

   • Site*: The Site the Service Request is created for. 

   • Target*: Select the Equipment or System that the Service Request is for. The available entities for the Site display in the drop-down.

   • Site Contact: Select the Site Contact. The available Contacts for the Site display in the drop-down.

   • Area: Select one or more Areas. 

3. Select Create to generate the service request.