<      Service Request Settings < Auto Assign Requests to Order

 

When Service Requests from the client portal are submitted, they are not (by default) assigned to a service order.

 

However, when requests are assigned to orders, the scheduling notepad for service orders is accessible on the main Service Request processing screen (Navigate to Schedule > Service Requests in the Navigation Pane). The scheduling notepad is where you could store notes regarding the processing of an order from “request” stage through to “scheduled," and only shows on the main Service Requests screen when the requests are assigned to an order.

To ensure that you always have an easily accessible notepad in list format (to enable easy access to and sharing of information by managers and administrators), you could auto-assign service requests to orders.

 

This function means that new service requests (which are services ordered by clients from their online account) are automatically assigned to an order, meaning that the notepad associated with that order is accessible from the main Service Request processing screen.

ON DESKTOP:

Navigate to Admin > Settings > Client Portal Settings > Service Request Settings
STEP 1​​

  • To choose to auto-assign services to orders, switch the toggle to ON.

  • Click "Update".

cpv6-settings-auto-assign1.jpg
STEP 2

If you have elected to auto-assign Service Requests to orders, then you will easily be able to see the scheduling notepad on the main Service Requests processing screen.

cpv6-settings-auto-assign2.jpg

ON MOBILE:

STEP 1​​

  • Tap the Navigator, and select Admin > Settings > Client Portal Settings > Service Request Settings

cpv6-mob-settings-req-services1.jpg
STEP 2

  • To choose to auto-assign services to orders, switch the toggle to ON.

  • Click "Update".

cpv6-mob-settings-auto-assign2.jpg
STEP 3

If you have elected to auto-assign Service Requests to orders, then you will easily be able to see the scheduling notepad on the main Service Requests processing screen.

cpv6-mob-settings-auto-assign3.jpg