field-service-genera..

Using Field Service
Job Aid
Using Field Service
Step
Action
1)
Open your favorite browser.
2)
Go to http://www.asu.edu/interactive/servicerequest
3)
Log in
Last Revised 10/2/2007
Page 1 of 8
Copyright 2007 – Arizona State University
Using Field Service
Step
Job Aid
Action
4)
If your ASURITE is not in the USER field, type it in.
Click on Search to see previous tickets you have started.
Click on Create a New Service Request to start a new service request.
Last Revised 10/2/2007
Page 2 of 8
Copyright 2007 – Arizona State University
Using Field Service
Step
Job Aid
Action
5)
Click on the Triangle next to the type of service you want.
6)
Click on the check box next to the service that you want. You can expand
several services and pick items from them at the same time.
When you have selected your services, click on the Finalize Request button.
Last Revised 10/2/2007
Page 3 of 8
Copyright 2007 – Arizona State University
Using Field Service
Step
Job Aid
Action
7)
Fill in the Buidling, room and payment method (if any of the services have a
price, use purchase order or estimate).
Fill in the Billing and Technical names using the magnifying glass buttons or
the same as primary buttons as necessary.
Type any notes into the notes field
Click on the Submit Request to submit it to field service.
Click on Save Request to save the request and return to it later.
8)
Last Revised 10/2/2007
Page 4 of 8
Copyright 2007 – Arizona State University
Using Field Service
Step
Job Aid
Action
9)
A Service Order will be created. (click on ok)
You can click on the service order link to see more details about the service
order.
Last Revised 10/2/2007
Page 5 of 8
Copyright 2007 – Arizona State University
Using Field Service
Step
Job Aid
Action
10)
This is what you will see if you clicked on the service order link on the
previous link.
Notice the tabs. You will be able to VIEW information on most tabs.
You will be able to ADD data to the NOTES tab.
Last Revised 10/2/2007
Page 6 of 8
Copyright 2007 – Arizona State University
Using Field Service
Step
Job Aid
Action
11)
This is what you will see on the activities tab. As activities are assigned or
completed you will be able to see them here.
12)
This is the Time and Materials screen. You can see info about Time, Materials
and Expense here.
Last Revised 10/2/2007
Page 7 of 8
Copyright 2007 – Arizona State University
Using Field Service
Step
Job Aid
Action
13)
The notes tab is one that you can edit. You can add notes, by type in the
subject and the details. You can add attachments by clicking on the Add an
Attachment link. When done, click on Apply Note.
14)
If there are interactions or related objects, you will be able to see them on this
tab.
Last Revised 10/2/2007
Page 8 of 8
Copyright 2007 – Arizona State University