This Help File Page was issued on 09/30/2017
❑Often, while Processing Alarms or just answering the telephone, an Operator (or any User) may get a request to provide service for the Subscriber's Alarm System.
•There are three possible scenarios leading up to selecting the Work Order (Shift+F10) option:
▪When an Operator opens the Quick Work Order Form while actually processing an Alarm Signal, the Quick Work Order Form will be populated with the information associated with the Subscriber for whom the Alarm Signal is being processed.
▪In this case, the Operator must first Search for the specific Subscriber who is requesting the service.
•MKMS users may also Click the Quick Work Order Icon on the Service Tab of the MKMS Desktop
✓In this case the User must first Search for the specific Subscriber who is requesting the service.
❑Entering a Service Request using the Quick Work Order Form when no Subscriber record is displayed (scenario #3, versus #1 or #2 as outlined above):
✓The Subscriber + Address + Phone information will be inserted the the Quick Work Order Form.
•Some decisions that might have to be made, and how to make them:
✓If the Subscriber has any of these conditions a Warning message will be displayed:
Are you sure you want to enter a service request?
▪Has an Outstanding Balance which some or all of it is Past Due
oSee the "What to do if the "Subscriber has a Past Due Balance" section in the Quick Work Order chapter.
▪Has no Warranty or Extended Service Agreement
oConsider offering them an Extended Warranty Agreement now, and/or
▪Has one or more Open Service Request(s)
oSee the "Subscriber already has an Open Work Order" section in the Quick Work Order chapter).
•The Quick Work Order Form
Quick Work Order Form
❖See the Quick Work Order chapter for detailed information on how to enter this Service Request.