Creating a Request

Create Installation Request

An installation request is always instigated through Make a Referral and is created when a referral is validated.

Create Change Request

A Change request can also be initiated through the Make a referral and the validation process, however it is also possible to create a Change Request by

Search for the Service User: See Section: Search Service Agreement or Search Request
Select the Request icon on the Recent Activity section

Select the Request tab
Select [Add] a pending request will open
Select [Save] to create a change Request

Select [Save & Edit] to create a Change Request and quickly launch into the request edit page

Create Decommission Request

A Decommission request will also be initiated on the Service Agreement by;

Search for the Service User: See Section: Search Service Agreement
Select the Summary tab (Defaults to this after Search)
Select Decommission Service User icon a pending request will open
Select [Save] to create a Decommission Request

Select [Save & Edit] to Decommission Request and quickly launch into the request edit page

Note: A Request cannot be created on a Service Agreement when there is already a pending request on a linked Service Agreement. [Button will be disabled]

Create Requests from PNC

Requests can be initiated from PNC using quick short-cuts, these short-cuts will launch the Service Manager pages depending on a request being in process or not.

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

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