Self Service Web Portal

Source: This article refers to Self Service Web Portal

In a Nutshell

The web-based Self Service Portal allows you to view equipment records and request service requests.


A Closer Look


Home


From this tab, you can view open requests (service requests that are still being completed) and recently closed requests (requests that have been completed).

Both open and recently closed requests will include the following information:



Field Description
Subject The subject of the service request.
Status The current status of the service request. This will be indicated by the workflow step highlighted in red.
Date The date on which the service request was created or, when completed, the date on which it was closed.
Equipment The equipment record associated with the service request.

Requests


From this tab, you can take a closer look at a service request.


Status

By selecting the Status tab, the application will display the following information:

Field Description
Current Status The current status of the request (example: Finished).
Resolution If applicable, the resolution comment related to the service request.
History
Event A description of the event (example: “the assignment was closed”).
Date The date on which the event related to the request occurred.
Time The time on which the event related to the request occurred.

Service Request Details

When you select a record, the application will display the following information:



Field Description
Details
Description A description of the issue.
Service Call Priority The priority level assigned to the service request (options include: HIGH, MEDIUM, and LOW).
Service Call Status The current status of the service request.
Service Call Origin The origin of the service call request (example: web).
Service Call Problem Type The type of problem associated with the service request.
Service Location
Street The street associated with the service request.
Zip The ZIP code associated with the service request.
City The city associated with the service request.
Country The country associated with the service request.
Contact
Name The name of the contact associated with the service request.
Email The email address of the contact associated with the service request.
SCHEDULED FOR The date on which the service activity is scheduled.

Equipment


From this tab, you can view equipment records. There are two tabs that can be used to view and manage equipment records: ALL and My Equipment.

When an equipment record is selected, the application will display the following information:



Field Description
Details
Equipment Name The name of the equipment record.
Equipment Serial Number The serial number associated with the equipment record.
Equipment Serial Number 2 If applicable, the additional serial number associated with the equipment.
Location The location of the equipment.
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