Create a Copy of a Service Request (Save As) - Service Request

Create a Copy of a Service Request (Save As) - Service Request

The Save As feature allows you to create a copy of an existing service request to quickly create a similar service request. The copy will have the same service request information (except service request number, priority, and status). You can modify the information on the service request copy as needed.

Navigate to the Service Request Module

To navigate to the Service Request module:
  1. Click Customer in the blue sidebar to the left.
  2. Click Service Request.

Create a Copy of a Service Request (Save As)

To create a copy of a service request using the Save As function:
  1. Navigate to the Service Request module.
  2. Open a service request record.
  3. Click Save As in the top right corner of the record. 
  4. Modify any information that was copied, if desired.
  5. Add requester information. For more information about adding a requester, see our Create a New Service Request.
  6. Click Save.
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