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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


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