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Accepting a Customer Service Request to an Existing Service Workorder
1. Select the Accept to existing workorder menu option
2. The Service Workorder Selection list will display for this client listing all open service workorders (workorders not check-marked Service is Completed nor Closed)
3. Select the service workorder you would like to add this service request to, and click on the OK
4. That service workorder will now open with the service request added as a new workorder item
•Text from the Title will be copied to the Workorder Item Summary field for this workorder item
•Text from the Reference Number field will be copied to the first line of the Service Notes field for this workorder item
•The urgency selected by the client will be copied to the second line of the Service Notes field for this workorder item
•The text from the Details field will be copied to third line of the Service Notes field for this workorder item
•If client selected a unit, it will be selected in the Unit sub-screen in the service workorder for this workorder item
•Once a workorder has been created from a service request, the client can no longer delete the CSR request as linked to the service workorder.
•And if the client is a member of a region that is using the Client Notification feature, they could automatically be sent an email letting them know their service request has been accepted.