How to add Activities to SR record
Navigate to the Service Requests tab
Click the ID/SR # hyperlink
Scroll down to Add Activity Form
Use drop down to select Activity
Dispatch Investigator - will show Assigned To field, select the technician name being assigned to this service request
may add more than one technician, but that last technician selected will be the one the receives the assignment
The technician will receive an email letting them know they've been assigned an SR
Adding this activity will also change the SR status from "New" to "In Progress"
Contact Citizen - Enter in any important notes or comments regarding contacting a citizen (optional)
Investigate Site - Enter in any important notes or comments regarding site investigation (optional)
Attach Image - will show Attach Image field, select Choose File and select a file/image to associate to the SR
Send Email - will show Recipient Email Address field, type in email address that you would like to send an email to
Note: the recipient will receive and email from the system, their replies will not come back to the system (this only for outgoing messages only)
Template looks like this:
Re: PSR00-000040 Location: 3545 North Hills Drive Austin TX 78731 30.35115 -97.75678 Issue: There are multiple vehicle blocking ADA spaces Citizen Name, This email is to follow up on your request for multiple vehicle blocking ADA spaces. We wish to inform you that he issue has been resolved. Your request has been addressed and resolved as of 4/2/2021. Created By: Austin Transportation Parking Dispatcher Created Date: 04/02/2021
Close Issue (Duplicate) - this status will go back to the 311 system (when we integrate it)
Close Issue (Resolved) - this status will go back to the 311 system (when we integrate it)
311 Feedback - this status will go back to the 311 system (when we integrate it)
Click Submit
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