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- If a Customer Agreement is available, select the appropriate customer agreement
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- . Make sure the description is appropriate for the service requested and there is enough funding if there was a limit.
- Review the details and any attachments on the service request. If anything is missing or unclear, contact the requester for clarification or more information.
- Update any information as needed.
- Create the Work Order and then go to the new Work Order
- Click on the Assignments Tab, click on New Row, click on the caret to collapse details, add a shop and add a technician if dispatching.
- Click on either the save icon or save link
