My Infor CRM items

You can use the CRM (Customer Service) items in My Infor to view information about your agency's service requests. Note that the titles of these items may vary depending on your agency's configuration. You can display one or more of these CRM items:


Item	Description
Aged Service Requests by Responsibility	This dashboard includes four panels that show the number of open service requests from the past 30, 60, 90, and greater than 90 days. Each panel uses a pie chart to show the percentage of open requests by responsibility.
Monthly Service Requests vs. Previous	This dashboard shows a line chart that compares the number of service requests recorded per month between the current year and the previous year.
My Inspected and Resolved Service Requests	Shows a list of service requests assigned to the logged in user that have been inspected and resolved.
My Inspected and Unresolved Service Requests	Shows a list of service requests assigned to the logged in user that have been inspected but not resolved.
My Inspections	Shows a list of all un-inspected service requests assigned to the logged in user. You can use the Settings button to perform these tasks: To change the responsibility of a request, select the request, click the Settings button, and select Change Responsibility. Then specify the identification code for the new responsible party in the Responsibility field and click Change Responsibility. To link a service request to a parent request, select the request, click the Settings button, and select Link. Specify the identification code for the parent service request in the Link selected requests to field and click Link. Schedule Inspection. Specify the date the inspection is to take place in the Schedule On fields and click Schedule. To unlink a service request, select the child service request that you want to unlink from its parent request, click the Settings button, and select Unlink.
My Responsibility, Open Service Requests (list)	Shows a list of open service requests for which the logged in user is responsible. A user is considered responsible for a service request if the request's responsibility code matches one of the responsibility codes that are associated with the user's employee record. Note: The CRM Responsibility code definition is separate from the Resources Responsibility code definition that is used for employee records. To use this item, you must ensure that the codes in these two tables match.
My Responsibility, Resolved Service Requests	Shows a list of resolved service requests for which the logged in user is responsible. A user is considered responsible for a service request if the request's responsibility code matches one of the responsibility codes that are associated with the user's employee record. Note: The CRM Responsibility code definition is separate from the Resources Responsibility code definition that is used for employee records. To use this item, you must ensure that the codes in these two tables match.
My Responsibility: Monthly Service Requests vs. Previous	This dashboard uses a line chart to compare the number of service requests for which the logged in user is responsible for the current and previous years. You can use the Employee Manager to add one or more responsibility codes to the user's employee record. Note: The CRM Responsibility code definition is separate from the Resources Responsibility code definition that is used for employee records. To use this item, you must ensure that the codes in these two tables match.
My Responsibility: Newly Activated vs. Resolved	This dashboard shows four panels that compare the number of newly activated and resolved service requests for which the logged in user is responsible. The pie charts in the four panels compare service requests for the current and previous months and the current and previous years. A user is considered responsible for a service request if the request's responsibility code matches one of the responsibility codes that are associated with the user's employee record. Note: The CRM Responsibility code definition is separate from the Resources Responsibility code definition that is used for employee records. To use this item, you must ensure that the codes in these two tables match.
My Responsibility: Open Service Requests (dashboard)	This dashboard shows four panels that display information about open service requests for which the logged in user is responsible. The pie charts in the four panels break down the number of requests by type, age, priority, and source. A user is considered responsible for a service request if the request's responsibility code matches one of the responsibility codes that are associated with the user's employee record. Note: The CRM Responsibility code definition is separate from the Resources Responsibility code definition that is used for employee records. To use this item, you must ensure that the codes in these two tables match.
Open Service Requests	This dashboard shows four panels that display information about your agency's open service requests. The Total Open Service Requests panel uses an angular gauge to show the total number of open service requests, including those that are assigned to inspectors and those that are unassigned. The Unassigned Open Service Requests panel shows the total number of open and unassigned service requests. The By Responsibility panel uses a pie chart to compare the percentages of open service requests by responsible party. The By Type panel compares the percentages of open service requests by type.
Service Requests Assigned to My Inspectors	Shows a list of uninspected service requests that are assigned to employees who report to the logged in user.
Total Aged Service Requests	This dashboard uses a pie chart to show the total number of open service requests, broken down by the number of days they've remained open.
Total Service Requests vs. Previous	This dashboard shows two panels that compare this month's total number of service requests with last month's and the current year's total number of service requests with the previous year's.