View a Coordinator's Open Service Orders

(Open Service Order By Coordinator)

Access

Tabs: Details, General

Use this inquiry to view all open service orders for a specific service coordinator.  

The output of this inquiry may be affected by Regional Processing restrictions. That is, you can inquire only about customers and locations to which you have access.

CoordinatorEnter the User ID code of the coordinator whose open service orders you want to view.  You can click the Search button to select a coordinator code from the list. Once you select a coordinator, the staff name and extension number display.

Details

Once the Coordinator has been indicated, the grid lists open service orders for that coordinator. Displayed in the grid are the Order Number, Ord Date, Type, Stat (Status), Svc Date, Customer, and Name for each open order listed. For additional detail, you can double-click an order line in the grid to view a copy of the original service order. (The format of this inquiry screen is the same as the order entry screen, but without the ability to change information shown.)

General

The following fields of information display, from the Create a User record, on the General screen for the selected coordinator:

• User ID

• User Name

• Phone Extension

• Type

• Email Address

• Customer Service Flag (service employee?)

• Service Location

• Auto Assign (service orders - Y or N).