Viewing the Service Request Details

1. Select the App Drawer icon.

2. Select Service Requests.

3. When you select a Service Request from the left panel, the Service Request details are displayed.
   The information that displays in this panel includes:

   • Work Order ID: Automatically generated.

   • Client: From the Service Request.

   • Site: From the Service Request.

   • Health Icon: Priority from the Building Optimization Broker data.

   • Summary: From the Service Request.

   • Description: From the Service Request.

   • Call Type icons: From the Service Request. You can add Call Types to the Service Request by selecting the Add icon.

   • Created On Date: The date that the Service Request was created.

   • Last Update Date: The date of the last update to the Service Request.

   • Request Source: Indicates how the Service Request was created.

     • Email - Sent from Client.

     • API - Created in Building Optimization Broker or via a 3rd Party web form.

     • Rule - Created from a Rule Fault.

Viewing Service Request Appointment Information

If there are any Appointments created for the Service Request, these will display in the Appointments section.

The Appointment information includes:

• Appointment

• Date/Time

• Technician

• Status: To see a list of possible statuses, see Service Statuses.

Viewing Service Request Call Information

The Service Request Call Information is displayed on the right panel.

The Call Information includes:

• Call Status: To see a list of possible statuses, see Service Statuses.

• Priority (Low, Medium, or High)

• Client

• Site

• Equipment/System

• Area

• Client Contact