UB> Service Requests> Service Requests

Service Requests

Summary

The Service Requests window is used to print a filtered list of active, canceled, closed and void status service requests. Service requests that have been committed (UB> Service Requests> Commit) will display on the report if you include closed status service requests. Each service request included in the report will display on a separate page with space for the technician to manually enter comments and information on the report. Service requests can also be printed during the last step of the Service Request Input Wizard.

Click here for an overview of service requests.

Click here for information on Service Request Code Maintenance.

Step by Step

1 Open the Service Request window (UB> Service Requests> Service Requests).

2 Configure the report.

The Request Code field is used to filter the service requests included on the report by the service request code attached to the service request.
- Click the Request Code field label to select a service request code from a list.
- Service request codes are created and maintained in the Service Request Code Maintenance window (UB> Maintenance> Service Request Code), and are attached to service requests in the Service Request Code Input Wizard (UB> Service Requests> Input> INSERT).
The Request Date From and Request Date To fields are used to filter the service requests that display on the report by the request date attached to the service request. You do not have to enter a date in both fields.
- The request date is entered in the Request Date field on the first step of the Service Request Input Wizard. You can view the request date of a service request from the customer account in UB> Maintenance> Account> Service Requests tab> Request Date column.
The Service Date From and Service Date To fields are used to filter the service requests that display in the window by the service date attached to the service request.
- The service date is entered in the Service Date field on the first step of the Service Request Input Wizard. You can view the request date of a service request from the customer account in UB> Maintenance> Account> Service Requests tab> Service Date column.
The Request Status field is used to filter the service requests in the report by the status of the service request.
- Select Active to include active status service requests.
- Select Canceled to include canceled status service requests.
- Select Closed to include closed status service requests in the report.
  - Committed service requests will be included on the report if you include closed status service requests on the report.
- Select Void to include void status service requests.
The Sort drop-down menu is used to select the sort option of the report.
- Select Request Number if you would like the service requests to sort by the service request number. The service requests that were created the earliest (the service request number is assigned when the service request is created, so older service requests will have a lower number) will print first.
- Select Route Sequence to print the service requests by the route and sequence number attached to the meters on the service requests. Service requests without a meter attached will print before service requests with meters.
The six request number fields (Request Number From, Request Number To, Request Month From, Request Month To, Request Year From and Request Year To) are used to filter the report by the service request number assigned when it is created.
- The service request number is made of three parts: request number, request month and request year. The request number starts at 000001 at the beginning of every request month, so the request number is not unique. The service request numbering system is similar to the batch numbering system for most Springbrook batch processes.
- In order to locate a specific service request you will also have enter a request month and request year.
- The Request Number From and Request Number To fields are used to enter the request number portion of the service request number. For example, if the service request number is 000001-06-2010, the request number is 000001.
- The Request Month From and Request Month To fields are used to enter the service request month. For example, if the service request number is 000001-06-2010, the request month is 06.
- The Request Year From and Request Year To fields are used to enter the service request year. For example, if the service request number is 000001-06-2010, the request year is 2010.
If you have selected a valid service request but the report prints out a blank, the service request you are trying to create may be closed. You can regenerate the report with Closed selected in the Request Status drop-down menu.
The service request will display the customer name, service address, service request information, and meter information. The meter information that will display in the report is the route number, sequence number, serial number, register ID, number of digits on the meter, MXU ID, manufacturer and model number. Blank fields will print out for meter read, consumption and read date.
- The report will display all three address fields associated with the UB customer account (UB> Maintenance> Account> People tab> Customer sub-tab> Contact Information section).