Enter Additional Information
Explanation
This activity is used to add additional information to the service order
before creating it and sending it to the service provider.
Prerequisites
- Logged in user should be configured as a B2B User - Customer.
- The service order that is being created should be opened in the Order
Service assistant.
System Effects
As a result of this activity, the service order will be created and will become available to the
service provider. The customer will be able to follow the progress of the
service order from the Service Order elements in the lobby.
Procedure
Use the following procedure when entering additional information to a service
order from the Service Center assistant.
- In the Order Service assistant, make sure the correct value for Service
Needed is set. Optionally, values for location and equipment can also be set.
- Then select a value for Problem Symptom from the list.
- Description is mandatory to fill in and if you want to
enter more information you can do so in the Additional Information
field.
- Select a Priority from the list.
- In the Contact group you can see and edit contact information. From
start, your contact information is displayed.
- A file can be added to the service order by drag-and-drop a file
to the file section or by selecting a file using the Add file...
button.
- Press Finish when you are done. The service order
will be created and a page with the ID of the new service order will be
displayed. The service order will now be available to the service
provider.
Use the following procedure when entering additional information to the
service order from the My Service Center assistant.
- In the Order Service assistant, make sure there are values set for location, equipment and
service.
- Then select a value for Problem Symptom from the list.
- Description is mandatory to fill in and if you want to
enter more information you can do so in the Additional Information
field.
- Select a Priority from the list.
- In the Contact group you can see and edit contact information. From
start, your contact information is displayed.
- A file can be added to the service order by drag-and-drop a file
to the file section or by selecting a file using the Add file...
button.
- Press Finish when you are done. The service order
will be created and a page with the ID of the new service order will be
displayed. The service order will now be available to the service
provider.