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What if the service requested is not for Facilities Services?

A: Change the status to No Action Taken by Facilities and enter a memo to help direct the requester to the appropriate contact, if you know.  An email will go back to the requester with the comment entered.

Image of Decline Request

Image of Declined Request Email


What if the work order gets completed and the actual work is not complete?

A: (1) Open the original service request and (2) Change the status to In Progress

Image of Reopen Resolved Service Request


(3) Create a new Work Order and (4) Go to Related Records to open the new Work Order

Image of Create Work Order from Service Request


Image of Service Request Related Records


(4) Schedule or Dispatch the new Work Order.  MAKE SURE YOU contact the shop supervisor so they know this is a request that was not completed and had to be reopened.

Image of Work Order Assignment


How do I know if the request is a Duplicate Request?  What do I do?

If when you open the Service Request, the Work Order May Already Exist - WO # is highlighted in red and a number exists in the field

Note:  This turns red when there exists another work order in the same location within the prior 3 days

Duplicate Service Request Field


working on this one...


What if I create too many work orders for one service request?  How do I cancel the extra work orders?

If too many work orders are created accidently for the same service request:

(1)  Open the Service Request

(2) Go to the Related Records Tab

(3) Select the Duplicate Work Order by clicking on the arrow next to the work order number

Service Request Related Records Tab


(4) Change the status on the duplicate work order to Cancelled

Change Status of Work Order for Duplicate

(5) Re-query the Service Request and ensure there is no change to the status of the service request but now the related records show one work order cancelled

Cancelled Work Order on Service Request


What if CNY Pest Control (Jeff the bug guy) calls dispatch and needs a door sweep or housekeeping cleanup, what do I do?

Coming soon



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