Service Call Entry - Call Number Entry and Action Panel

Use the Call Number Entry and Action Panel to assign the Call Number to the service call. In addition, you can use the Action buttons to perform functions such as, dispatching the service call and printing the associated work order. The table following the window example describes the Call Number Entry and Action Panel for Service Call Entry.

Tip: For more information about working with data in fields, see the Data Entry Guidelines.

Directions:

To display the Service Call Entry - Call Number Entry and Action Panel:

1. Click Service Mgt from the Menu Bar.

2. Click Daily Work.

3. Click Service Call Entry.

Tip: Or, use the keyboard shortcut: [ALT] [m] [a] [e].

Service Call Entry - Call Number Entry and Action Panel Example:

Service Call Entry - Call Number Entry and Action Panel Prompts Tip: To see more information about a field, click the hyperlink for the field name.
Call Number	Entry Options: To assign the next available Call Number, Press [ENTER]. To recall an existing service call, enter the assigned Call Number. (6.0 numeric) Tips: displays to indicate you are creating a new service call. To search for a Call Number, click Multiple Search or press [CTRL + f]. To search for a service call by Technician, enter .T and then, click Multiple Search or press [CTRL + f].

Master	To maintain the master information for the service call including the location, customer and contact information, click Master. keyboard shortcut: [ALT + m] Tip: For directions, see Service Call Entry - Location Entry.
Detail	To maintain the problem/task details pertaining to the service call, click Detail. Keyboard shortcut: [ALT + t] Tip: For directions, see Service Call Entry - Call Detail Entry Panel.
Notes	To maintain additional notes pertaining to the service call, if applicable, click Notes. Keyboard shortcut: [ALT + n] Tip: For directions, see Service Call Entry - Notes Panel.
Header	To maintain the header information to print on the service call work order, click Header. Keyboard shortcut: [ALT + h] Tip: For directions, see Service Call Entry - Headers Panel.
Print	To print the service call work order, click Print. Keyboard shortcut: [ALT + p] Tip: For directions, see Service Call Work Order Print Instructions.
Delete	To delete an existing customer service call, click Delete. Keyboard shortcut: [CTRL + d] Tip: For directions, see Service Call Entry - Delete Service Call Window.
Assign	To assign a technician to perform the service call work, click Assign. Keyboard shortcut: [ALT + a] Tip: For directions, see Service Call Entry - Schedule Panel.
Dispatch	To dispatch a technician to perform the service call work, click Dispatch. Keyboard shortcut: [ALT + i] Tip: For directions, see Service Call Entry - Schedule Panel.
Complete	To complete the service call, click Complete. Keyboard shortcut: [ALT + c] Tip: For directions, see Service Call Entry - Complete Call Panel.