Associating Attachments with Service Requests

When you associate attachments with service requests, customers who can access those service requests can view the attachments under the Attachments heading of the service requests on the Siebel Self Service Web site.

This task is a step in Process of Administering Service Requests.

To associate an attachment with a service request

  1. Navigate to the Service Requests screen, then the Service Request List view.

  2. In the Service Requests list, drill down on the SR number (#) field for the service request to associate with an attachment.

  3. Navigate to the Attachments view.

  4. In the Attachments list, add a record as follows:

    1. To add a file, click New File, and navigate to and select a file in the dialog box that appears.

    2. To add a URL, click New URL, and designate the URL in the dialog box that appears.

  5. Complete the fields described in the following table.

    Field Comments

    Attachment Name

    Displays the name of the file that you select or the URL that you designate. You can select a different file or URL in the Add Attachment dialog box for this field. Files can be HTML files, PDF files, executable files, and dynamic link library files.

    Comments

    Type additional comments relevant to the attachment.