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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

1. Navigate to the Accounts screen and select an account from the My Accounts list.
2. From the Show drop-down list, choose Service Requests.
3. Tap the Service Requests list, then tap Log New SR.

   The Service Request detail view appears.

4. 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:

   Field	Comments
   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.