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Logging a New Service Request with Service Handheld

While out on a customer visit, the field technician discovers another problem requiring attention and logs a new service request for the customer. She performs the following tasks:

• Confirms the customer's asset
• Confirms the warranty coverage of the asset
• Confirms the service level entitlement
• Logs a new service request

To confirm asset and warranty coverage

1. Navigate to the Accounts view of the Accounts screen.
2. Select the account and from the Show drop-down list, select Assets.
3. In the Assets list, tap the hyperlink in the Asset # field.
4. In the Asset Details list, verify the applicable warranties.
5. Tap Back to return to the Assets list.

To confirm service level entitlement

1. Navigate to the Accounts screen.
2. From the Show drop-down list, select Entitlements.
3. Verify the entitlements in the Entitlements list.

To log a new service request

1. Navigate to the Accounts screen.
2. From the Show drop-down list, select Service Requests.
3. In the Service Requests list, tap Log New SR.
4. Complete the fields in the New SR form.
5. Tap OK.