There are several points of entry to begin a Service Request:

  • "Request Service" quick action icon in the top navigation
  • "Create Service Request" button on an asset details page
  • "Send For Service" action on the 'Recommended for Service' page


This article focuses on how to create a Service Request from the quick action icon in the top navigation.



1. Click the 'REQUEST SERVICE' icon in the top navigation.




2. If more than one facility is selected, you will be prompted to select a single Facility associated with the Service Request. Select the Facility and click 'SUBMIT'. 




3. Once on the Service Request screen, first answer the question 'What item needs service?' by clicking 'ADD' beside the item type. This will add a line item to your Service Request. Click 'ADD' again for another line item; or the trash can icon to delete a line. 




For a Serialized Item like an endoscope, click 'ADD' and begin typing the Serial Number. Items matching will display below; select your item. 


NEW! If the Serialized Item you need to send in for repair is NOT in your asset inventory, then you can click "ADD NEW ITEM" and follow the instructions to add that item and complete your Service Request. Read Article Here.




Complete required fields and click 'NEXT: SHIPPING' or continue to add items to your Service Request by clicking 'ADD' on the item types on the left side of the screen. 




See example below:





For Instruments, click 'ADD' and complete the required fields. 




For something other than a serialized scope or a stainless instrument, click 'ADD' beside "OTHER" and complete the required fields. 




If you are unsure of your item type, or need help, click 'HELP' to contact your STERIS representatives for assistance. 




4. Once you have all the items added to your Service Request, click 'NEXT: SHIPPING' to verify shipping details. 




5. Once on the Shipping Verification page, you will see the application has already determined what item(s) should go to what repair lab(s). In this example, we have two shipments. 


Complete the required fields with the return shipping information. This applies to all shipments by default. 




If you need to change the return shipping information for one or more of your shipments, just click the "APPLY ALL SHIPMENTS" toggle and complete the required fields for each shipment.




6. Once your return shipping information is complete, click 'SUBMIT & PRINT'.




7. You will see a notification indicating the Service Request submission was successful. Click 'See More' to view more details. Click 'PRINT' to print the Service Request paperwork, including the Packing Slip and Shipping Label for each shipment.




8. Follow the instructions on the paperwork to pack, ship, and track your item. 


Tip: View recently created Service Requests by clicking on 'In Transit for Repair' tile on the Dashboard. Need to reprint paperwork? You can also do that on the 'In Transit for Repair' page.