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