This article focuses on how to create a Service Request from the quick action icon in the top navigation; and add a Serialized item to it that is NOT in your asset inventory.
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. For a Serialized Item like an endoscope, click 'ADD'.
4. Begin typing the Serial Number. Items matching that Serial Number from your Asset Inventory will display. However, if the item you need serviced is NOT in your Asset Inventory, the Serial Number will not appear.
For this scenario, click "ADD NEW ITEM" in the menu.
5. A pop-up box will appear. Complete the fields, then click 'SAVE'. (This information is required so our System knows which repair facility to send your item).
6. The System has saved your asset's information and dropped into the Service Request for you. Continue the usual steps and complete the Service Request.
Example:
