Closing service requests

To close a service request, the service request to close must be open and associated with an open work order to which personnel is assigned. Closing a service request will also close the work order to which it is associated. Additionally, you must have sufficient system privileges to close both the service request and work order. You may close service requests on the Closing tab of the Service Requests form, or you may book employee time for service requests and close service requests concurrently on the Book & Close tab of the Service Requests form.

See Booking Hours and Closing Service Requests.

Select Work > Service Requests.
Select the service request to close, and then click the Closing tab.
Specify this information:

Equipment

Modify the equipment on which the work was performed as necessary.
Note: A service request cannot be closed if the Equipment associated with it does not permit closure.

Status

Select Closed.

Billable

Select whether the service request is billable.
Click Save Record.