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 standard 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.


Related Links

 

Click here for information on the Jobs Viewer window.

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 codes attached to the service requests.
    • Check the toggle next to each Request Code to include that service request code in the report. Click SELECT ALL or DESELECT ALL to select or deselect all the displayed request codes.
    • 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> Add).
  • The Report Type drop-down field is used to specify the type of Service Requests report that will be printed.
    • Select One Request Per Page to print the standard report with a separate page for each service request. This is the default report type.
    • Select Service Request List to print a report that lists every included service request as a single line item. This report type is useful when you need to print a more compressed list of service requests that a technician can use in the field to record information such as meter reads.
      • This selection will enable the Meter Identifier 1-3 fields below.
  • 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.
    • Select Service Address to print the service requests by service address. This option is only available when printing the Service Request List report type.
  • Use the Assigned To field to filter the service requests included in the report by the Springbrook user the service request is assigned to.
  • 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 000001-06-2021, 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 000001-06-2021, 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 000001-06-2021, the request year is 2021.
  • The Meter Identifier 1-3 fields are used to include a dash-delimited combination of the Route, Sequence, Serial Number, MXU ID, or Register ID information for each meter included in the report. These fields are only enabled when printing the Service Request List report.
  • The External Source field is used to filter the report by the source of service requests generated outside of Cirrus.
  • Check the Include Reference Number toggle users to include the UB Account Reference Number on the printed service request.
  • 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 One Request Per Page service request report 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).
  • The Service Request List service request report will display the service address, service date, service request summary, customer name, and meter identifier 1-2-3 for each service request included in the report. The report will also include a blank space Meter Read column for each service request, providing a space for a user to add meter read or other information.

 

3     Print the report. 

 

  • Once the required report settings have been specified, click the Print button to print your report.
  • Click the options arrow on the right side of the Print button to see other print options.
    • Select PDF to print the report in the default Springbrook PDF format.
    • Select Excel to export the report data to an Excel spreadsheet as unformatted data.
    • Select Excel (Formatted) to export the report data to an Excel spreadsheet that includes much of the Springbrook formatting found on the printed version of the report.
    • Once a print option is selected, that option will automatically be selected the next time you access the report. For example, if you select Excel from the drop-down menu, the next time you access the report the Excel button will be displayed by default.
  • Click the Schedule icon next to the Print button in order to schedule the report to generate at a later date and time.
    • Enter a Date and Time to generate the report and click SUBMIT.
  • Users can also regenerate a report with the same configuration as a prior report via the report history section. This can help improve efficiency when an identical report is frequently generated.
    • Once a report has been generated, the date and time it was generated will display in the report history accessed via the Expand Arrow button on the right side of the window.
    • Expand the report history and click on a previous report record to automatically populate the report criteria with the criteria specified on the previously generated report. This section will display the last three times the report was generated.