Maintaining Service Calls

This portal is used to view and maintain service calls.

Refer to About Service Calls for more information.

You can access this portal from Menu, select Work Management, then select Service Call. You are brought to a query portal with options for searching for specific service calls. Once the service call has been selected you are brought to the maintenance portal where you can view and maintain the selected record.

The following zones may appear as part of the portal’s Main tab page:

• Service Call: This zone provides information about the selected service call and enables user functions to create additional contacts, create work orders, work designs, work requests, or activities.
• Contact Relationship: This zone lists the contacts associated with the service call.
• Communication Log: This zone lists all the communications that have transpired for the service call.
• Attachments: This zone displays attachments associated with the service call. Attachments added here are made available as reference information related to the service call and are available on work requests, work orders, and work activities.

The following zones may appear as part of the portal’s Possible Duplicates tab page:

• Possible Duplicate SC/WR/WO/Activity: This zone lists the service calls, work requests, work orders, and activities that might be possible duplicates of the service call.

The following zones may appear as part of the portal’s Related Documents tab page:

• Service Call Related Documents: This zone displays hyperlinks to work documents, such as work requests, work designs, and work orders, that were initiated from or associated with the service call.
• Associated Service Calls: This zone displays all service calls associated with the service call record being displayed.
• Link Service Call: This zone links service calls to the service call being displayed.