CRM Field Service Training Guide

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1 Slide 1 Text Captions: Select the FieldService link This is the PeopleSoft home page. Your security settings will determine the menu items you see on the left hand side of the screen. Let's start by creating a new Service Request. Page 1 of 50

2 Slide 2 Text Captions: Select the Service Request link Page 2 of 50

3 Slide 3 Text Captions: Click the Create a New Service Request button These are previously submitted Service Requests. To create a new Service Request, click the Create a New Service Request button. Page 3 of 50

4 Slide 4 Text Captions: Select the COX CATV CONNECTION check box This page shows a list of services currently available. After the system is fully implemented, the services will be grouped by service type. You need to click on the service type to view the services under that service type. Page 4 of 50

5 Slide 5 Text Captions: Select the INSTALL CABLE AND ACTIVATE check box Page 5 of 50

6 Slide 6 Text Captions: Click the scroll bar Page 6 of 50

7 Slide 7 Text Captions: Click the Finalize Request button Page 7 of 50

8 Slide 8 Text Captions: Click the Building Abbrv. look up icon Page 8 of 50

9 Slide 9 Text Captions: Click to scroll down Page 9 of 50

10 Slide 10 Text Captions: Select the AG link Page 10 of 50

11 Slide 11 Text Captions: Click the ASU Room Number look up icon If the service requires multiple room locations, leave the Room Number field blank; enter all the room number in the Notes/Comments field. Page 11 of 50

12 Slide 12 Text Captions: Select the 112A link Page 12 of 50

13 Slide 13 Text Captions: Click the Payment Method drop down Let's look at he estimated cost for the services. Service number two has a $725.00, which is the quoted amount for that service. Service number one has a blank field for price, which means this service needs to be estimated by the UTO. Page 13 of 50

14 Slide 14 Text Captions: Select the Other item Page 14 of 50

15 Slide 15 Text Captions: Click the Notes/Comments text box Page 15 of 50

16 Slide 16 Text Captions: Incorrect, please try again You can enter notes or comments in this field. Enter Type notes/comments here. then press Enter Page 16 of 50

17 Slide 17 Text Captions: Click the Search First Name field for Billing Contact Page 17 of 50

18 Slide 18 Text Captions: Incorrect, please try again In this practice session, we will put David McKee as the contact person for billing. Type david, then press Enter Page 18 of 50

19 Slide 19 Text Captions: Incorrect, please try again Type mckee in the Search Last Name field, then press Enter Page 19 of 50

20 Slide 20 Text Captions: Click the lookup icon Page 20 of 50

21 Slide 21 Text Captions: Select the name from the list Page 21 of 50

22 Slide 22 Text Captions: Click to scroll to the right Page 22 of 50

23 Slide 23 Text Captions: For Technical contact, we'll use Michael Brown who is also the primary contact for this request. Click the Same as primary button for Technical Contact Page 23 of 50

24 Slide 24 Text Captions: Click to scroll down Page 24 of 50

25 Slide 25 Text Captions: Click the Save Request button Page 25 of 50

26 Slide 26 Text Captions: Click the Submit Request button Once the request is submitted, you can NOT add any service to this request. You have to create a new request if needed. Page 26 of 50

27 Slide 27 Text Captions: Click the Yes button Page 27 of 50

28 Slide 28 Text Captions: Click the OK button Page 28 of 50

29 Slide 29 Text Captions: Click the OK button The system generates a service order ID for each service in the request. In this practice, we have two services on the request, so there are two services order IDs. Page 29 of 50

30 Slide 30 Text Captions: Click the OK button Page 30 of 50

31 Slide 31 Text Captions: Click on the SVC link You've just submitted a Service Request. Next, we will add notes and an attachment to this request. You can click on the service order ID to open the service order. Page 31 of 50

32 Slide 32 Text Captions: Select the Notes tab Page 32 of 50

33 Slide 33 Text Captions: Incorrect, please try again For this exercise, you want to attach a floor plan to this request. Type Here is the floor plan, in the Subject field, then press Enter Page 33 of 50

34 Slide 34 Text Captions: Click the Add an Attachment link Page 34 of 50

35 Slide 35 Text Captions: Click the Browse button Page 35 of 50

36 Slide 36 Text Captions: Select the Floor Plan file Page 36 of 50

37 Slide 37 Text Captions: Click the Upload button Page 37 of 50

38 Slide 38 Text Captions: Incorrect, please try again You can add your comments in the Details text field. Type Make special comments here, then press Enter Page 38 of 50

39 Slide 39 Text Captions: Click to see additional tabs Page 39 of 50

40 Slide 40 Text Captions: The Related Objects tab allows you to link facility service projects to your service request. Select the Related Objects tab Page 40 of 50

41 Slide 41 Text Captions: Click the Relate new Object drop down box Page 41 of 50

42 Slide 42 Text Captions: Select the Capital Projects item Page 42 of 50

43 Slide 43 Text Captions: Click the Go button Page 43 of 50

44 Slide 44 Text Captions: Select the Search button Page 44 of 50

45 Slide 45 Text Captions: Select the project radio button Page 45 of 50

46 Slide 46 Text Captions: Click the OK... button Page 46 of 50

47 Slide 47 Text Captions: Click the Details icon to open the project. Page 47 of 50

48 Slide 48 Text Captions: Click the Close button Page 48 of 50

49 Slide 49 Text Captions: Click the Save button Page 49 of 50

50 Slide 50 Text Captions: Congratulations! You have completed this practice exercise. Page 50 of 50

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