Infor Public Sector Customer Service User Guide

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About this guide
Customer Service overview
Service requests
Submitting a service request
Looking up service requests
Defining a service request status
Service Request InfoViewer toolbar buttons
Service Request InfoViewer tabs
Duplicating a service request
Changing the responsibility for service requests
Changing the priority of service requests
Adding calls to a service request
Resolving service requests
Deleting service requests
Service request inspections
Assigning an inspector to a service request
Scheduling service request inspections
Reassigning an inspector
Unassigning an inspector
Recording service request inspection results
Linked service requests
Linking to a parent service request
Linking child service requests
Unlinking service requests
Related records
Creating a work order for a service request
Creating a case for a service request
Linking service requests to cases
Creating an asset inspection for a service request
Creating a one-off charge for a service request
Creating an incident for a service request
Associating an incident with a service request
Recording an asset usage reading from a service request
Scheduling resources
Scheduling from a resource pool
Scheduling a usage group
Resource usage and costs
Recording resource usage
Resource usage types
Recording usage for scheduled resources
Recording resource usage from a usage group
Deleting resource usage
Service Request Cost Viewer
Creating a cost report
Subtotaling costs by category
Map Drawer for service requests
Map Drawer for Check TO-DO List
Map Drawer for Submit Service Request
Map Drawer for Lookup Service Requests
Map Drawer for Service Request InfoViewer
Map Drawer for Dispatch Inspector
Map Drawer for Reassign Inspector
My Infor CRM items
Customer Service form codes
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