Complete Installation Request

At the end of the Referral Process when the necessary stock items have been allocated the coordinator will be able to complete the installation request. This will activate the Service Agreement, close the request and set the commencement date for the agreement. To close an installation request:

Search for the Service User: See Section: Search Service Agreement or Search Request
Open the Request
Select [Edit] and [Complete Request]
Set the commencement date for the agreement (Defaults to today)
Select [Complete Request].

Select [Cancel] to cancel the completing of the request

Note: A pending installation request cannot be completed when there are outstanding picked stock items.

Note: All allocated stock items will be populated onto all the linked Service Agreements

Note: If using tasks, all forms must be completed and task completed or cancelled before Complete Request button becomes available

Troubleshooting

Why is a button missing / greyed out? See Action Buttons in Navigation/Graphic rules.

Why can't I see the data I expect to see? Ensure your Role assignment is correct, if so see Scope

Created with the Personal Edition of HelpNDoc: Full-featured multi-format Help generator