Booking hours and closing service requests

Book employee time for service requests and close service requests concurrently on the Book & Close tab of the Service Requests form. 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 also closes the work order to which it is associated. You must have sufficient system privileges to close both the service request and work order.

Note: All hours booked for a service request are recorded on the work order associated with the service request.
  1. Select Work > Service Requests.
  2. Select the service request for which to book hours and close, and then click theBook & Close tab.
  3. 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
    Specify Closed.
    Billable
    Select whether the service request is billable.
    Comments
    Specify completion comments as necessary.
  4. Click Add Labor.
  5. Specify this information:
    Activity-Trade
    Select the activity-trade performing the work for the service request.
    Person
    Specify the person performing the work for the service request.
    Date Worked
    Specify the date on which the work was performed for the service request.
    Hours Worked
    Specify the number of hours spent performing the work for the service request.
  6. Click Submit.
  7. Repeat these steps as necessary to book any additional hours against the work order activity for the service request.
  8. Click Save Record.
Parent topic: Creating service requests