Dispatch-Billed Service Request

Quick Reference

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
   8. If Custodial, Grounds or Housekeeping make an assignment note as to who you radioed.
   9. Add person if you are dispatching directly to someone.
   10. Save
   11. Return from Syracuse Work Order
   12. Go Home
   13. Grab Next one

Step-by-Step

The Dispatch Start Center has 3 portlets

• Favorite Applications
• Service Requests for Review
• Approved Work Orders with No Assignment

Favorite Applications

• Service Request (SP)
• Syracuse Work Order
• Create Service Request

Service Requests for Review = Service Requests that need a work order created or need to be sent to Accounting for a customer agreement

Approved Work Orders with No Assignment = Any work order that has been created and has no shop or technician assignment

To Process a maintenance work order:

• Select  a service request to process from the Service Requests for Review portlet
• Take Ownership, this will let everyone else in Dispatch know that you are working on this Service Request.  If you see someone else's name in the owner field, go home and select another service request.