Service requests overview
A service request record captures information about a request, including the type of service, who needs it, where, when, and why. You use the Service Requests application to manage requests for services that involve an asset or location in your enterprise.
Service request management
A service request captures information about the service being requested by a user, including the type of service that is needed, when it is needed, and why it is needed. Managing service requests involves creating, updating, assigning, escalating, and resolving requests for service on an asset or a location in your enterprise.
Service request templates
A service request template contains predefined data that you can insert in common, high-volume service request records. Applying templates can significantly reduce the amount of time needed to create service requests.
Service level agreements
A service level agreement (SLA) typically is a written agreement that outlines the commitment between a service provider and its customers. A commitment is a service level that all parties have agreed to, such as asset reliability or availability.
Record relationships
Relationships between records, such as tickets and work orders, help simplify record management. You can create record relationships manually, or relationships might be created automatically when you take certain actions.
Service request categorization
To simplify the task of retrieving and managing service requests, you can categorize the requests using classifications. Most classifications have attributes associated with them that group the classification further. You can add, change, or delete the attributes at any time, or you can reclassify the request to obtain a new set of attributes.
Ticket statuses
Every ticket has a status that indicates its position as it moves toward completion. Changes to the ticket status can happen automatically or manually.
Costs on tickets and work orders
You can view the estimated and actual costs for a single work order or ticket, including costs for labor, material, tools, and services. You can also view total costs for the current record and all the records within its hierarchy.
Linear segment details
You use the Linear Segment Details section to locate a linear segment or point on a linear asset. The Linear Segment Details section, which displays on tabs in several applications, appears only if you are working with a linear asset.
Restrictions on deleting tickets
You can delete a ticket only when it has a certain status and only when transactions have not been recorded for it.