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@@ -6,31 +6,35 @@ Requests are listed here.
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## Authorization Roles required
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## Authorization Roles required
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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):
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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):
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Full access
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Full access
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- Business administration
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- Business administration
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- Service manager
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- Service manager
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Read only access
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Read only access
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- Business administration - restricted
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- Business administration - restricted
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- Service manager - restricted
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- Service manager - restricted
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- Service technician
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- Service technician
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## How to access Customer service requests
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## How to access Customer service requests
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Customer service requests are accessed in the following ways:
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Customer service requests are accessed in the following ways:
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- 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)
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- 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)
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## Customer service requests data table
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## Customer service requests data table
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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).
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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).
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## Customer service request edit form
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## Customer service request edit form
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The Customer service request edit form provides all the [standard edit form](ay-start-edit-forms.md) functionality and the following fields:
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The Customer service request edit form provides all the [standard edit form](ay-start-edit-forms.md) functionality and the following fields:
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#### Customer
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#### Customer
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@@ -43,9 +47,9 @@ The priority the Customer chose for this service request.
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Options are:
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Options are:
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- Not urgent
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- Not urgent
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- ASAP - as soon as possible
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- ASAP - as soon as possible
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- Emergency - immediate service requested
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- Emergency - immediate service requested
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#### Record created
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#### Record created
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Read only field showing the status of this service request in the system.
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Read only field showing the status of this service request in the system.
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- Open - a new request
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- Open - a new request
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- Accepted - the request has been turned into a work order
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- Accepted - the request has been turned into a work order
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- Rejected - the request was closed without being turned into a work order
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- Rejected - the request was closed without being turned into a work order
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The status is not set directly but rather by the Accept or Reject menu options (below).
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The status is not set directly but rather by the Accept or Reject menu options (below).
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### Menu options
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### Menu options
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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:
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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:
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#### Accept to new work order
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#### Accept to new work order
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