Book employee time for service requests and close service requests concurrently on the Book & Close tab of the Service Requests form. To close a service request, the service request to close must be open and associated with an open work order to which personnel is assigned. Closing a service request also closes the work order to which it is associated. You must have sufficient system privileges to close both the service request and work order.
All hours booked for a service request are recorded on the work order associated
with the service request.
-
Select Work > Service Requests.
-
Select the service request for which to book hours and close, and then click the Book & Close tab.
-
Specify this information:
Equipment - Modify the equipment on which the work was performed as necessary.
A service request cannot be closed if the Equipment associated with it does not permit closure.
Status - Specify Closed.
Billable - Select whether the service request is billable.
Comments - Specify completion comments as necessary.
-
Click Add Labor.
-
Specify this information:
Activity-Trade - Select the activity-trade performing the work for the service request.
Person - Specify the person performing the work for the service request.
Date Worked - Specify the date on which the work was performed for the service request.
Hours Worked - Specify the number of hours spent performing the work for the service request.
-
Click Submit.
-
Repeat these steps as necessary to book any additional hours against the work order activity for the service request.
-
Click Save Record.