Overview of Service Request Activities

Keep track of things that you plan to do for an SR in the Activities tab. Create tasks, appointments, or log completed calls as a part of your service request resolution process.

Use the Activities tab in the Edit Service Request page to create and maintain:

• Tasks. Think of these as to-do items assigned to people or groups. Tasks are also used to record completed customer interactions that weren't scheduled in your calendar as appointments.

• Appointments. These are calendar events, such as a meeting with another person, or a scheduled phone call.

• Log a call. Record a brief summary of a call made for the SR. Calls can be created from an appointment, a task, or as a standalone activity on the Activity list page. When a call is created from a task or appointment, all pertinent data is auto-populated onto the call report.