Using the Service Work Entry Form

The Service Work Entry form provides a starting point for viewing information about a partner's service work.

The form includes these sections:

  • Navigation links
  • User name and partner name of currently logged in user
  • Critical number gauges for the partner
  • Critical number gauges for the department of the current partner

Ways to Use this Form

This information is displayed for the partner:

  • User name of the currently logged in user.
  • Partner ID of the currently logged in user.
  • The picture assigned to the partner, if applicable. To upload a picture, see Storing Pictures for Key Data.

Use the Quick links as described here:

  • Click My Work to open the Partner Console, filtered for the currently logged in partner.
  • Click My Quotes to open the Quotes form, where you can add a new quote for a service order or opportunity.
  • Click Enter Material to open the SRO Material Entry form, where you can perform SRO material transactions.
  • Click Enter Labor to open the SRO Labor Entry form, where you can perform SRO labor transactions for a partner.
  • Click Enter Miscellaneous to open the SRO Miscellaneous Entry form, where you can add SRO miscellaneous transactions.
  • Click Units to launch the Units form.
  • Click Customer History to open a DataView listing customer information.

Use the critical number gauges to quickly view data for both the current partner and the partner's department. These values are displayed for partners and departments:

  • Hours Worked Today
  • Hours Worked This Week
  • Incidents Logged
  • Late Incidents
  • Service Orders Assigned
  • SRO Operations Assigned