Working with the Service Request Homepage
The Service Request Homepage is the starting point for managing service requests.
NOTE: Your company administrator can customize the layout of your Service Request Homepage. In addition, if your user role includes the Personalize Homepages privilege, you can add sections to the page and remove sections from the page.
Creating a Service Request
You can create a service request record by clicking the New button in the My Open Service Requests section. For more information about service requests, see Assigning Service Requests and Service Request Fields.
Working with Service Request Lists
The Service Request Lists section shows a number of lists. Oracle CRM On Demand comes with a set of standard lists. All standard lists are public and visible to everyone. You and your managers can create additional lists based on different criteria. These custom lists appear above the standard set of lists.
The following table describes the standard lists for service requests.
To view a list, click the list name.
To create a new list, click New. For more information about creating lists, see Creating and Refining Lists.
To review all available lists, create a new list, or view, edit, or delete an existing list, click Manage Lists. The Manage Lists page also includes the standard lists delivered with Oracle CRM On Demand. These lists are view-only. So, you cannot edit or delete them.
Viewing Open Service Requests
The My Open Service Requests section shows a list of your open service requests, in the order in which they were created. To expand the list, click the Show Full List link.
Viewing Service Request Related Tasks
The Service Request-Related Tasks section shows open service request-related tasks assigned to you, sorted by due date and then priority. It shows this information:
Click Show Full List to expand the list of service request-related tasks.
Viewing Open Service Request Reports
The Open Service Request Analysis section shows service request reports by source, product area, user name, or priority. You can click a chart section or table item to see the details and to determine what needs to be done to resolve issues today. You can also change the categories in the drop-down list to view the same data from another perspective.
For example, you can:
To see other types of service analyses, go to the Reports Homepage.
Adding Sections to Your Service Request Homepage
If your user role includes the Personalize Homepages privilege, you can add some or all of the following sections to your Service Request Homepage:
To add sections to your Service Request Homepage
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