Modifying Equipment Service Requests

You can modify the details of the Equipment Service Request (ESR) such as service information, warranty, and billing information. You can also modify the decontamination and calibration details.

This task shows you how to:

Before you begin:
See Also
Creating an Equipment Service Request
Converting Equipment Service Requests

Modifying Equipment Service Request Details

You can modify the details of the ESR such as name of the person who service the model, parts replaced, original and extended warranty, and billing information.

  1. From the Equipment Service Request Power View page, in the Properties tab toolbar, click Edit.
  2. Modify the following details.
    Field Name Description
    Complaint Handling UnitType the name of the required company or click and select a company from the Search Results page.
    Country Of OriginType the name of the required country or click and select a country from the Search Results page.
    Problem Description DetailsUpdate the information, as required.
    Service PerformedSelect Yes if the reported item was serviced. Otherwise, select No.
    Date of ServiceClick to select the required date. You can select today's date or a past date.
    Service PersonType the name of the service person or click and select a person from the Search Results page.
    Replaced Part NumbersUpdate the part numbers of replaced parts.
    Service SummaryUpdate the summary of the service performed.
    Additional InformationUpdate the information, as required.
    Warranty RepairSelect Yes if the reported item was repaired under warranty. Otherwise, select No.
    Customer PO Number For RepairModify the purchase order number of the repair performed.
    OEM Warranty InfoUpdate the details of the warranty as provided by the manufacturer.
    Extended Warranty InfoUpdate the details of the extended warranty, if any
    Other Billing InformationUpdate billing information.
    Labor HoursUpdate the number of labor hours sent to service the product.
    Status Of RepairUpdate the status of the repair operation.
    Evaluation Type Click to select the subtype of the CPE.
    Note: You cannot edit the Evalution Type details if the investigation is created for the context complaint.
  3. Click Done.
    The details of the ESR are updated.

Modifying Decontamination and Calibration Details

You can modify the details of the decontamination and calibration operations performed on the reported item. You can modify details such as decontamination and calibration dates, decontamination location and method, and calibration frequency.

  1. From the Equipment Service Request Power View page, in the Decontamination/Calibration tab toolbar, click Edit.
  2. Modify the following details.
    Field Name Description
    Date Sent To Decon Location Click to select the required date. You can select today's date or a past date.
    Date Received By Decon Location Click to select the required date. You can select today's date or a past date.
    Date Sent From Decon Location Click to select the required date. You can select today's date or a past date.
    Date Received From Decon LocationClick to select the required date. You can select today's date or a past date.
    Decontamination LocationModify the name of the decontamination location.
    Decontamination MethodModify the name of the decontamination method used.
    Calibration DateClick to select the required date. You can select today's date or a past date.
    Calibration Due DateClick to select the required date.
    Calibration Frequency
  3. Click Done.
    The decontamination and calibration details of the ESR are updated.