The Service Order Form

The service order form consists of two tabs—Resource Requests and Order Summary. The Resource Requests tab contains the details of each resource request on the order. The Order Summary tab contains header information, a summary of the requests, and links to other service order options.

By creating a service order, you can:

• Capture customer resource requirements that you can fulfill at a later time.

• Capture customer resource requirements that a different user can fulfill.

• Provide an audit trail of customer orders that you can analyze to track metrics.

When you first access the service order form, you specify the dates, hours per day, and qualifications or keywords that Resource Matching will use to find the best resources for the job. You can define project team requirements by creating a resource request for each project role, and you can request multiple resources to fulfill a role.

When you are ready to finalize the order, enter additional details about the project and customer, and identify the organization and person that are responsible for fulfilling the order.

As the order proceeds through the approval and fulfillment processes, use the form to:

• Review fulfillment progress and assigned resources.

• Capture additional information or customer requirements for the order.

• Review an order for completeness and understand the requirements before processing.