Add a Service Request

1.   From the Edit Fleet Vehicle window, click on the Add Service Request link to open the Service Request window.

Select the Request Type, Request Date, and enter a Description.

Note: The Requesting Officer and Status cannot be changed.

2. Click Save to save the Service Request or click Add Details to add images and attachments. Click Cancel to exit without saving.

Note: Service Request attachments do not appear in the Attachments grid of the Edit Fleet Vehicle window. To view Service Request attachments you must open the Service Request.

3. If you chose to Add Details, enter the necessary information on the Edit Service Request screen then click Add Attachment to upload files.

Note: Requesting Officer defaults to the current user and can only be changed by the Fleet Manager. The Status, Reviewed By and Review Date cannot be changed.

A notification is sent to the Fleet Manager when the Service Request is saved.

For further instructions on adding Attachments refer to Add and Update Attachments .

Update Service Requests

1.   From the Edit Fleet Vehicle window, locate the Service Request record to update and click the edit icon.

Note: You can update Service Requests that were created by you. The edit icon does not display on Service Requests that have been set up by someone else.

2. Modify the values as needed.

Note: The Requesting Officer, Status, Reviewed By and Review Date cannot be changed.

3. Click Save to save the updated information, or click Go Back to return to the previous screen without saving the updates.
4. Optionally add, edit or delete Attachments. For detailed instructions refer to Add and Update Attachments .
Delete Service Requests

1.   From the Edit Fleet Vehicle window, locate the Service Request to delete then click the Delete icon .

Note: You can delete Service Requests that were created by you. The Delete icon does not display on Service Requests that have been set up by someone else.

For further details on how to delete refer Delete Data .