Table of Contents
Service Order Process #
Starting Point: Stores
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- Begin by selecting the appropriate Store in the system.
- Once the store is selected, navigate to the Service Orders Tab to manage service-related requests.
Creating a New Service Order
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- Click the + New button to add a new service order.
- The system will automatically populate:
- Date Reported: The date the service issue was reported.
- Reported By: The individual who reported the issue.
Scheduling the Service
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- Select the Date Scheduled for the service order from the calendar drop-down.
- Choose the Assigned Technician responsible for completing the service.
- Set the Priority of the service order. Options typically include:
- 1: High priority (urgent).
- 2: Medium priority.
- 3: Low priority.
Service Issues
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- From the Service Issues drop-down menu, select the specific problem that needs attention. Options might include:
- Roof Service
- Frozen Lines
- Tank Cover
- Add/Remove Tank
- Leaking Bucket
- Leaking from Column
- Needs Fill
- Needs Fill/Out Early
- Installation
- First Fill
- Bucket Not Filling
- Vending
- Pinched Line
- Broken Bucket Assembly
- Other: For any issues not covered in the predefined list.
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Closing the Service Order
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- After the service is performed, enter the Date Repaired by selecting it from a calendar drop-down.
- Select the technician who performed the repair under Repaired By.
- In the Work Performed notes box, provide a detailed description of what work was done to resolve the issue.
- Obtain the Store Representative’s Signature to confirm that the work has been completed.
- Finally, click Close Service Order to complete and submit the order.
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This process ensures accurate tracking of service requests, timely repairs, and proper documentation of work performed.