Page Comparison

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1. Take Ownership
2. Check to see if there is a Customer Agreement on File
3. If not, then
   1. Change the status to New Customer Agreement Required
   2. Go Home
   3. Grab Next one
4. If yes, then
   1. Select the appropriate Customer Agreement from the Customer Billing Tab
   2. Review what the requester needs
   3. Create Work Order
   4. Go to Syracuse Work Order
   5. Assignments Tab
   6. New Row
   7. Add Shop
      1. If Custodial, Grounds or Housekeeping make an assignment note as to who you radioed.
      2. Add person if you are dispatching directly to someone.
      3. Save
   8. Return from Syracuse Work Order
   9. Go Home
   10. Grab Next one

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• If a Customer Agreement is available, select the appropriate customer agreement.  Make sure the description is appropriate for the service requested and there is enough funding if there was a limit.

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• 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

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• 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.  DO NOT CLICK ON EITHER COMPLETE ASSIGNMENT BUTTON.
• A Supervisor QA Review assignment will automatically be created.

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• Click on the Link for Return

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• Go Home and use the Service Requests for Review portlet to select another Service Request to process.

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