How to create a Service Request (SR) record

Recorded step-by-step video, here

  1. Navigate to the "Service Requests" tab

  2. Click the + New SR button

  3. Enter in the Source that the request is coming from

  4. Enter in the Method Received to include how the request was received

  5. Enter in the Issue Type the category type of the issue

  6. Enter in the Address of where the issue is taking place

  7. Enter in Details if there are important notes or comments about the request

  8. Click Submit

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