Modifying Order Information for a Service Request

Complete the following procedure to modify the order information for a service request.

To modify the order information for a service request

1. Tap Side Menu and then tap Service Request to display the following:

   • The Service Requests list in the main pane.

   • The Calendar showing the activity planning information in the side pane.

2. In the Service Requests list, tap the link in the SR# field to drill down on the selected record.

   All details for the selected service request appear in the main pane.

3. Update an existing service request order as follows:

   1. Tap the down arrow next to Orders to expand and show the orders associated with the service request.

   2. Tap the order that you want to update.

   3. Tap the record field that you want to update, and update the field value.

      You must navigate away from the record to save your changes to it.

4. Create a new service request order as follows:

   1. Tap New (the plus (+) icon) in the main pane.

   2. Enter the information for the new order in the fields that appear.

      You must navigate away from the record to save the record.