Navigate to the Lookups Module

1. From the NEXGEN dashboard, click "Settings."
   
2. Click "Setup."
   
3. Click "Lookups."
   

Add a New SR Type

To add a new SR type in the Lookups module follow the steps below:

1. 
   Navigate to the Lookups module in NEXGEN by clicking "Settings" > "Setup" > "Lookups" from your dashboard.
2. In the hierarchy tree to the left, click the drop-down arrow next to "Service Request."
   
3. From here, click the level at which you would like the new SR type to apply. If you're unsure, continue on to step 4.
   
1. Click "SR Type" to add this SR type to all service requests regardless of department or division.
   
2. Click a top level department to add this SR type to all service requests under that department.
   
3. Continue drilling down to a division if you would only like your new SR type to apply to service requests assigned to that division.
   
4. In the top right, click "+Add."
   
5. Fill out the SR Type fields.
   
1. SR Type - The name users will see when selecting a Service Request type.
   
2. Active - Leave selected if the SR will be used immediately. 
   
3. Department - Select a Department if you would like the SR Type to be visible only when the specific Department is selected.
   
4. Division - Select a Division if you would like the SR Type to be visible only when the specific Division is selected.
5. Account Number - Select an account number if you would like an account to be associated with this SR Type.
   
6. Priority - Select a Priority that will override the default priority of the Service Request when this SR Type is selected.
   
6. Click "Save." This SR type will now be available as an option in the Type drop-down field on service request records.