Service Requests & Orders (IMS)

Request Service (IMS): How to Request Service Using the Top Navigation Icon
There are several points of entry to begin a Service Request for Instrument Management Services (IMS): "Request Service" quick action icon in th...
Tue, Aug 19, 2025 at 12:25 PM
Request Service (IMS): How to Add a Serialized Item (When It's Not in Your Asset Inventory)
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 yo...
Tue, Aug 19, 2025 at 12:25 PM
Orders (IMS): How to Approve an Estimate or Quote
To approve an estimate or quote, follow the steps below: 1. From the Dashboard, click on the 'Estimate Approval Needed' tile. 2. Once o...
Wed, Aug 20, 2025 at 1:15 PM
Orders (IMS): How to Add a Purchase Order Number
1. From the Dashboard, click on the PO Number Required tile. 2. The Purchase Orders Required grid view will be displayed. Locate the Order or SR...
Wed, Aug 20, 2025 at 1:21 PM
Request Service (IMS): How to Create a Service Request While Viewing an Asset
There are several points of entry to begin a Service Request: "Request Service" quick action icon in the top navigation "Create Service Re...
Tue, Aug 19, 2025 at 12:29 PM
Loaners (IMS): How to Request a Loaner
To request a loaner to use while your device is being repaired, follow the steps below. 1. Click on 'Orders' in the left navigation. Click on &#...
Tue, Aug 19, 2025 at 12:36 PM
Loaners (IMS): How to Acknowledge a Digital Loaner Agreement
Tue, Aug 19, 2025 at 12:36 PM
Loaners (IMS): How to Cancel a Loaner Request
Follow the steps below to cancel a requested loaner. 1. Click on 'Orders' in the left navigation. Click on 'Loaner Request' in the menu....
Tue, Aug 19, 2025 at 12:37 PM
Loaners (IMS): How to Return a Loaner
Loaned items can be returned at any time to STERIS. To return a loaner, follow the steps below. 1. From the Dashboard, click on the 'Loaners due ...
Tue, Aug 19, 2025 at 12:36 PM
How to Create a Rapid Replace Service Request
Items eligible for Rapid Replace can be requested during Service Request Creation.  To request a Rapid Replace, follow the steps below.   1. During Servic...
Tue, Sep 23, 2025 at 12:30 PM