5.5 KiB
Service requests
Service requests are tracked and entered here. A service request will ultimately be turned into a work order by your service company so they can schedule and track the details of service required.
Customer service requests display as a table that lists all service requests you have made so far sorted in descending order by the date the service request was created.
Head office vs Customer
If you are a single "Customer" User you will see data in AyaNova for your own Customer account.
If you are a "Head office" User then you will see data for all Customers tied to your Head office in AyaNova.
Service requests data table
You can sort by different columns, and/or filter to show only service requests that meet a certain criteria, refer to the data table guide for details on how to filter and sort this Service Request table.
The columns displayed here are showing data entered into the service request edit form.
Table header
At the top of the service requests table's form is the header area.
Navigation button
At the far left is the "hamburger" button used to open the navigation drawer showing all the areas in AyaNova available to you and allowing you to switch to another area of AyaNova.
Location name
This display shows where you currently are in AyaNova.
Notification button
The Notification button is used to indicate whether there are any notifications available to be viewed and is also the button used to open the notifications form.
Add new service request button
This button will open the service request edit form to create a new service request.
Menu button
This button opens the menu showing menu options for this form.
Service request edit form
The service request edit form is where you can view or enter details about a service request and has the following fields and areas:
Message to customer
Your service company may optionally have entered a message that will display at the top of this entry form.
Priority
Here you select the priority for this service request.
Options are:
- Not urgent
- ASAP - as soon as possible
- Emergency - immediate service requested
This selection will be seen by the service manager to help them prioritize resources to provide the best possible service to everyone.
Reference number
This optional field is used to record any reference number that you require to help track this service request. Anything entered here will be tracked through to the work order that is used to record the service performed.
Unit
In AyaNova a Unit is a piece of equipment or other type of item that is being serviced and is identified and tracked in the system by a serial number.
If service is being requested for a particular Unit, here you can select that Unit by serial number if it is already in the system or enter a new Unit if your service company has enabled this feature.
This list shows the first 20 Units it finds for your customer record by default but in cases where there are more you can type part of the serial number into the Unit selection box to search for that Unit.
Selecting a Unit will ensure it is tracked in AyaNova for service history.
Add unit
Your service company can optionally allow Customers to enter new Units that are not available for selection directly into the service request. If this feature is enabled you will see an Add new unit button beside the Unit selection control:
(If the add Unit feature is turned off but your service is related to a specific unit of equipment it might be helpful to enter the serial number, model number and manufacturer name in the Details area instead.)
Clicking on Add new Unit will open the add unit entry area:
Here you can enter details about your Unit. The serial number is the most important field and is required. If available select your unit model and enter a description for anything else that might help identify the Unit.
Click on Add to save the new Unit into the database. If no prior unit was selected, this new unit will be automatically selected in the Unit list, otherwise you will need to clear the selected Unit first before typing in the first few characters of the serial number just entered to select it.
Request
A short description of the overall service required.
Details
Longer details about the service required. Here you an enter as much text as necessary to describe the issue.
Record created
Read only field showing the date and time the service request was created.
Status
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
Menu options
There are two menu options available:
Help
Opens this help document.
About AyaNova
Displays the version and useful information required if there is any issue using AyaNova.