Assigning the Service Request Manually

Use this procedure to assign a service request to a representative after the details have been entered, and it has been determined that the issue cannot be resolved by the receiving representative. Service requests can be assigned to a dealer or a service center.

To assign a service request manually

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

  2. From the visibility filter, select All Service Requests.

  3. Select a SR # record.

  4. In the Sub Status field, select Assigned.

  5. In the Owner field, select the person to whom you want to assign the request.