Service Requests List Page Options

The Service Requests list page is where you go to manage your service requests. First, to find a specific SR enter its reference number in the Find field. Use the Listand Actions menus to do more.

To create an SR, see the "Create and Edit a Service Request" topic.

Task

Action

View all open SRs

Select All Open Service Requests.

List all SRs assigned to you, which aren't yet closed. (This is the default view)

Select My Open Service Requests.

View open SRs that you created

Select Open Service Requests Created By Me.

View SRs assigned to a queue that includes you as a member

Select Open Service Requests Not Assigned to a Queue.

View SRs assigned to a team that includes you as a member

Select Open Service Requests Where I Am on the Team.

Show only the details that you want to see

Select Columns from the View drop-down list and select the columns you want. To add more columns, select Manage Columns in the Columns list.

Refresh the Service Request list page with the latest updates

Click the Refresh icon to easily check for updates without the need to modify or toggle the current saved search.

Create your own SR lists

Select Create or Edit Lists in the List drop-down list. Use the Advanced Search form to add, edit, or remove criteria.

Create your own searches

Select Create or Edit Lists.

Do an advanced search

Click the Show Advanced Search icon. For more information, see the Perform an Advanced Search topic.

Create a new SR

Click Create Service Request.

The Create Service Request page opens in a new browser tab.

Perform various actions on the selected SRs or the list page
Here's the various actions you can perform:
  • Update: Update multiple fields for multiple SRs simultaneously.
    1. Click Actions > Update.

    2. Select 1 or more SR rows from the list results by pressing and holding the Ctrl key.

    3. Click Update (X Selected).

      The Update Service Requests: X Selected window is displayed, which lets you update multiple fields on the selected SRs simultaneously.
      Note: X represents the number of SR rows that you selected.
  • Assign to Me: Assign the selected SRs to yourself.
    1. From the List drop-down list, select All Open Service Requests.

    2. Click Actions > Assign to Me.

    3. Select 1 or more SR rows from the list results by pressing and holding the Ctrl key.

    4. Click Assign to Me (X Selected).

      The selected SRs are assigned to you.
      Note: X represents the number of SR rows that you selected.
  • Show Keyboard Shortcuts: Use keyboard shortcuts to streamline your work. For more information, see How You Use Keyboard Shortcuts.

  • Launch Co-Browse: Launch a Cobrowse session with the customer. The Cobrowse feature lets you to see the customer's screen and what they're working on. This feature is available only if it's configured by your administrator. For more information, seeEnable and Use Cobrowse.

  • Export List up to 2000 Records: Export or save the current service requests list to a file. A maximum of 2000 records can be exported.
    Note: To export large data that's more than 2000 records, use Navigator > Tools > Export Management.