Required Actions

When you click the Service Orders matrix in the On Your Radar widget, the required actions related to Service Repair Orders (SRO) are displayed.

The SRO actions are classified into four categories and shown as slim cards:

• <Count> SRO(s) can be closed: Displays the number of SROs ready for closure. You can click Review to access the Service Orders Ready To Be Closed window and perform these actions:

  • View the list of SROs ready to be closed, with details such as SRO number, description, customer number, name, working status, bill status, open date, and warehouse.
  • Filter the list of SROs using the Search field.
  • Close an SRO using the Close SRO option. The SRO is automatically removed from the list.

• <Count> SRO(s) have been open for over <number> days: Displays the number of SROs that have been open for the specified number of days in the Apply filters section of the workspace. You can click Review to access the Service Orders Opened For Over <number> Days window and perform these actions:

  • View the list of open SROs, with details such as customer number, salesperson, lead partner, open date, description, customer PO, warehouse, and working status.
  • Filter the list of SROs by customer number or name, using the Search field.
  • Click Review to access the Service Orders form in Service Management and view the detailed information of the SRO.

• <Count> SRO(s) to be scheduled: Displays the number of SROs that are yet to be scheduled. You can click Review to access the Service Orders To Be Scheduled window and perform these actions:

  • View the list of pending SROs, with details such as customer number, salesperson, lead partner, open date, description, customer PO, warehouse, and working status.
  • Filter the list of SROs by customer number or name, using the Search field.
  • Click Review to access the Service Orders form in Service Management and view the detailed information of the SRO.

• <Count> SRO(s) are awaiting parts: Displays the number of SROs delayed due to unavailable parts. You can click Review to access the Service Orders Awaiting Parts window and perform these actions:

  • View the list of open SROs, with details such as customer number, salesperson, lead partner, open date, description, customer PO, warehouse, and working status.
  • Filter the list of SROs by customer number or name, using the Search field.
  • Click Review to access the Service Orders form in Service Management and view the detailed information of the SRO.

When you click the Incidents matrix in the On Your Radar widget, the required actions related to incidents are displayed. The incident actions are classified into two categories and shown as slim cards:

• <Count> Incident(s) to be followed up: Displays the number of incidents that are pending for follow-up. You can click Review to access the Incidents To Be Followed Up window and perform these actions:

  • View the list of incidents pending for follow-up, with details such as incident number, customer number, owner, creation date, description, and status code.
  • Filter the list of incidents by customer number or name, using the Search field.
  • Click Review to access the Incidents form in Service Management and view the detailed information of the incident.

• <Count> Incident(s) have been open for over <number> days: Displays the number of incidents that have been open for the specified number of days in the Apply filters section of the workspace. You can click Review to access the Incidents Opened For Over <number> Days window and perform these actions:

  • View the list of open incidents, with details such as incident number, customer number, owner, creation date, description, and status code.
  • Filter the list of incidents by customer number or name, using the Search field.
  • Click Review to access the Incidents form in Service Management and view the detailed information of the incident.

When you click the Equipment matrix in the On Your Radar widget, the required actions related to equipment are displayed. The equipment actions are classified into five categories and shown as slim cards:

• <Count> Rental unit(s) recently checked in: Displays the number of rental equipment on contract that are recently checked in. You can click Review to access the Rental Units Recently Checked In window and perform these actions:

  • View the list of rental equipment with details such as unit number, item number, last check in date, warehouse, description, and contract number.
  • Filter the list of rental equipment by unit, item, or description, using the Search field.
  • Click Review to access the Units form in Service Management and view the detailed information of the unit.

• <Count> Rental unit(s) nearing expiration: Displays the number of rental equipment on contract that are expiring within the specified number of days in the Apply filters section of the workspace. You can click Review to access the Rental Units Nearing Expiration window and perform these actions:

  • View the list of rental equipment with details such as unit number, item number, expiration date, number of times rented out, warranty, description, and last meter amount.
  • Filter the list of rental equipment by unit, item, or description, using the Search field.
  • Click Review to access the Units form in Service Management and view the detailed information of the unit.

• <Count> Customer unit(s) nearing expiration: Displays the number of customer owned equipment on contract that are expiring within the specified number of days in the Apply filters section of the workspace. You can click Review to access the Customer Units Nearing Expiration window and perform these actions:

  • View the list of customer owned equipment with details such as unit number, item number, customer number, expiration date, number of times rented out, warranty, description, and last meter amount.
  • Filter the list of rental units by unit, item, or description, using the Search field.
  • Click Review to access the Units form in Service Management and view the detailed information of the unit.

• <Count> Rental contract line(s) due to be checked in within <number> days: Displays the number of rental contract lines that are due to be checked in within the specified number of days in the Apply filters section of the workspace. You can click Review to access the Rental Contract Lines Due to be Checked In window and perform these actions:

  • View the list of rental contract lines with details such as contract number, customer number, warehouse, item number, due date, unit number, and description.
  • Filter the list of rental contract lines by contract number, customer number, or customer name, using the Search field.
  • Click Review to access the Contract Lines form in Service Management and view the detailed information of the contract line.

• <Count> Rental contract line(s) past due: Displays the number of rental contract lines that are overdue for check-in (due date is earlier than the current date). You can click Review to access the Rental Contract Lines Past Due window and perform these actions:

  • View the list of rental contract lines with details such as contract number, customer number, warehouse, item number, due date, unit number, and description.
  • Filter the list of rental contract lines by contract number, customer number, or customer name, using the Search field.
  • Click Review to access the Contract Lines form in Service Management and view the detailed information of the contract line.

When you click the Quotes matrix in the On Your Radar widget, the required actions related to quotes are displayed. The quote actions are classified into four categories and shown as slim cards:

• <Count> Quote(s) nearing expiration: Displays the number of quotes that are expiring within the specified number of days in the Apply filters section of the workspace. You can click Review to access the Quotes Nearing Expiration window and perform these actions:
  • View the list of quotes with details such as quote category, customer number, quoted date, SRO number or contract number, description, salesperson, and expiration date.
  • Filter the list of quotes by customer number or customer name, using the Search field.
  • Click Review to access the Quotes form in Service Management and view the detailed information of the quote.
• <Count> SRO estimate(s) without a quote: Displays the number of Service Repair Order (SRO) estimates without a quoted amount. You can click Review to access the Estimates Without Quotes window and perform these actions:
  • View the list of SRO estimates with details such as SRO number, customer number, warehouse, open date, description, and salesperson.
  • Filter the list of SRO estimates by customer number or customer name, using the Search field.
  • Click Review to access the Quotes form in Service Management and view the detailed information of the SRO estimate.
• <Count> Change order(s) nearing expiration: Displays the number of SRO change orders that are expiring within the specified number of days in the Apply filters section of the workspace. You can click Review to access the Change Orders Nearing Expiration window and perform these actions:
  • View the list of SRO change orders with details such as SRO number, customer number, warehouse, quoted date, description, salesperson, and expiration date.
  • Filter the list of SRO change orders by customer number or customer name, using the Search field.
  • Click Review to access the Service Order Change Orders form in Service Management and view the detailed information of the SRO change order.
• <Count> Quote(s) recently approved: Displays the number of SRO quotes that are approved in the specified number of days in the Apply filters section of the workspace. You can click Review to access the Quotes Recently Approved window and perform these actions:
  • View the list of SRO quotes with details such as SRO number, customer number, warehouse, quoted date, description, salesperson, and expiration date.
  • Filter the list of SRO quotes by customer number or customer name, using the Search field.
  • Click Review to access the Service Orders form in Service Management and view the detailed information of the SRO quote.