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@@ -6,31 +6,35 @@ Requests are listed here.
## Authorization Roles required
Many roles can *select* this object on other records where approriate. Editing or viewing this object in detail is only available to Users with the following [roles](ay-biz-admin-roles.md):
Many roles can _select_ this object on other records where approriate. Editing or viewing this object in detail is only available to Users with the following [roles](ay-biz-admin-roles.md):
Full access
- Business administration
- Service manager
- Business administration
- Service manager
Read only access
- Business administration - restricted
- Service manager - restricted
- Service technician
- Business administration - restricted
- Service manager - restricted
- Service technician
## How to access Customer service requests
Customer service requests are accessed in the following ways:
- From the `Service` [navigation drawer](ay-start-form-overview.md#navigation-drawer) `Customer service requests` item to open the Customer service requests [data table](ay-start-form-data-tables.md)
- From the `Service` [navigation drawer](ay-start-form-overview.md#navigation-drawer) `Customer service requests` item to open the Customer service requests [data table](ay-start-form-data-tables.md)
## Customer service requests data table
![table](img/svc-csr.png)
The Customer service requests [data table](ay-start-form-data-tables.md) lists all the Customer service requests that were created by Customers and provides access to common [data table menu options](ay-start-form-data-tables.md#common-menu-options).
## Customer service request edit form
![edit form](img/svc-csr-edit-form.png)
The Customer service request edit form provides all the [standard edit form](ay-start-edit-forms.md) functionality and the following fields:
#### Customer
@@ -43,9 +47,9 @@ The priority the Customer chose for this service request.
Options are:
- Not urgent
- ASAP - as soon as possible
- Emergency - immediate service requested
- Not urgent
- ASAP - as soon as possible
- Emergency - immediate service requested
#### Record created
@@ -55,9 +59,9 @@ Read only field showing the date and time the service request was created.
Read only field showing the status of this service request in the system.
- Open - a new request
- Accepted - the request has been turned into a work order
- Rejected - the request was closed without being turned into a work order
- Open - a new request
- Accepted - the request has been turned into a work order
- Rejected - the request was closed without being turned into a work order
The status is not set directly but rather by the Accept or Reject menu options (below).
@@ -101,6 +105,8 @@ This field is not seen by the Customer.
### Menu options
![edit form menu](img/svc-csr-edit-form-menu.png)
In addition to the [common edit form menu options](ay-start-edit-forms.md#common-edit-form-menu-options) the Customer service request form also has these options:
#### Accept to new work order