Review a service request

Service requests live under Service → Service Requests and follow a simple lifecycle: Open → In progress → Closed.

Steps

1. Open Service → Service Requests and click an SR's Number to open it.
2. Review the details:
   • Submission Information — the reporter's description (click Edit to correct it)
   • Symptoms, Dispatched to, Main Contact, and Contact Information
   • Instant Insights — an auto-generated summary
   • Photos and attachments, plus Location and Provider panels
3. Use the Standard / Technician / Customer toggle (top right) to see each audience's view.
4. Use the Options menu for Change Location/Equipment, View Equipment, Print Service Request, Resolve Escalation, and Deactivate.

Related articles

• Assign or dispatch a service request
• Update status, close, or cancel a request
• Add notes, photos, and files to records