Associating a service request with a case

If your agency has purchased the Infor Public Sector Customer Service module, you can associate service requests for related issues with an existing case. By associating service requests with cases you can track all the pertinent information about related issues and your inspectors can enter information about problems as they are discovered. For example, while investigating a building code violation, an inspector may discover a leaking pipe. If a service request for that leak already exists, the inspector can associate that request with the current case.

Note: You can also add a case to a service request using the service request record.

Load the case you want in the Case InfoViewer.
On the Related Records tab, under Service Requests, click Add above the grid.

Note: You can also use the case lookup to associate service requests with cases. Select the correct case in the lookup results, click Action, and select Link to Service Request.
Enter your search criteria at the top of the lookup to locate the service request that you want to associate.
Click Search.
Infor Public Sector shows a list of the service requests that match your search criteria. You can view a map of these requests or select a request and use the Action button to edit or delete it. You can also click the Service Request # link to view and edit a request in the Service Request InfoViewer.
Select the correct service request and click Select.
Infor Public Sector associates the service request with the case, closes the lookup, and shows the service request in the Associated Service Requests grid. You can click the Service Request # link to view the service request in the Service Request InfoViewer. The current case will also be displayed in the service request record.