Orders

Create a Service Request from the Top Navigation Icon
There are several points of entry to begin a Service Request: "Request Service" quick action icon in the top navigation "Create Service Re...
Wed, Sep 25, 2024 at 12:45 PM
How To Add a Serialized Item to A Service Request (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...
Wed, Sep 25, 2024 at 12:49 PM
Approve an Estimate
To approve an estimate, follow the steps below: 1. From the Dashboard, click on the 'Approval Needed' tile. 2. Once on the 'Estimat...
Fri, Apr 5, 2024 at 1:43 PM
Enter 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...
Fri, Apr 5, 2024 at 1:43 PM
Create a Service Request from 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...
Fri, Apr 19, 2024 at 5:39 PM
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 &#...
Wed, Feb 19, 2025 at 8:12 PM
How to Acknowledge a Digital Loaner Agreement
Tue, Apr 29, 2025 at 2:24 PM
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....
Mon, May 19, 2025 at 3:01 PM
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, Jun 17, 2025 at 12:51 PM