Siebel Medical Handheld Guide > Using Siebel Medical Handheld > Managing Accounts in Siebel Medical Handheld >
Logging and Tracking Service Requests in Siebel Medical Handheld
You log new service requests and track the status of service requests for each account on the Accounts screen. To enter a new service request
- Navigate to the Accounts screen and select an account from the My Accounts list.
- From the Show drop-down list, choose Service Requests.
- Tap the Service Requests list, then tap Log New SR.
The Service Request detail view appears.
- Choose the severity of the service request from the Severity drop-down list, then fill in the remaining fields.
Some fields are described in the following table:
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|
SR # |
System generated value. |
Summary |
Tap the ellipsis (...) to enter a summary of the service request. |
Status |
Chose from a list of values. |
Sub-Status |
Chose from a list of values. |
Priority |
Choose a value from 1 to 4, with 1 representing the highest priority. |
Area |
Choose a service request area, such as Emergency Repair or Complaint. |
Sub-Area |
Choose a service request sub-area, such as Product Information or Finance Complaint. |
Asset # |
Enter asset, serial, or product ID number. |
Symptom |
Pick a symptom code, such as New Part Defective or OS Problem. |
Resolution |
Choose the appropriate resolution, such as Upgrade Part or Documentation Error. |
Rate List |
List of current rates for service items. |
Price List |
List of current prices. |
Cust Descript |
Tap the ellipsis (...) to enter a customer description of the service request. |
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