My Service Requests
My Service Requests are service requests where you are assigned as "requested by," the lead worker, the supervisor, or a resource.
Video Overview
Locating My Service Requests
- Get to My Service Requests by clicking the live links on the dashboard.
- Get to My Service Requests by checking your bell notifications in the upper right corner of dashboard. Note - you must be subscribed to notifications in order to use this method.
3. Get to My Service Requests by using the "My SR" button in the Service Request Button.
Related Articles
Link Service Requests - Service Request
Linking service requests creates a relationship between two service requests that allows easy navigation between the linked service requests within NEXGEN. Additionally, this relationship will show up in reports. Organizations sometimes choose to ...Sort Service Requests
Sort service requests to change the viewing order in list view. Sort by number, date, start date, end date, and priority. Navigate to the Service Request Module. Click Customer > Service Request. Click the List icon at the top. Select sort ...Filter Service Requests
Filter to narrow the list of service requests shown. There are three filters to choose from. Filters can be used in list view, grid view, and map view in the Service Request Module. Video Overview Filter Service Requests Tree Filter Use the Tree ...Search Service Requests
Find a specific service request quickly by searching. Search by number, customer first name, customer last name, address, date, start date, end date, or description. Search in list view, grid view, and map view in the Service Request Module. Video ...Service Requests in List View
List View is the default view for service requests. Within this view, service requests are listed from most recent to oldest. For each service request, you can see basic information. You can sort, search, and filter service requests in this view. ...