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Siebel Service Handheld Guide for Windows-Powered Devices > Using Service Handheld > Ad Hoc Tasks >
Logging a New Service Request
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 the asset and warranty coverage
- Navigate to the Accounts view of the Accounts screen.
- Select the account and from the Show drop-down list, select Assets.
- In the Assets list, query for the asset.
- Tap the hyperlink in the Asset # field.
- In the Asset Details list, verify the applicable warranties.
- Tap Back to return to the Assets list.
To confirm the service level entitlement
- Navigate to the Accounts screen.
- From the Show drop-down list, select Entitlements.
- Verify the entitlements in the Entitlements list.
To log a new service request
- Navigate to the Accounts screen.
- From the Show drop-down list, select Service Requests.
- In the Service Requests list, tap Log New SR.
- Complete the fields in the New SR form.
- Tap OK.
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Siebel Service Handheld Guide for Windows-Powered Devices Published: 18 July 2003 |