- How to create a create a "Work Request" Case In Dynamics:
- On the Left side under "Service" select "Cases".
- Select "New Case" up above.
- Input a brief description of the case when creating a work request. In the "Case Title".
- In the "Case Type" section, select "Work Request".
- In the "Category" section, select "Vandalism".
- Search for the customer by entering their name in the "Customer" section. Otherwise, create a "New Record" by following these directions here.
- Choose the appropriate location from the "Location" section. You may need to expand your options by selecting "Advanced lookup".
- Using the "Advanced Lookup" select the appropriate location:
- Check the appropriate location check box.
- Click "Done" once complete.
- Enter a brief description of the "Work Request" in the "Description" section.
USE TREE REMOVAL GUIDE HERE.
- In the "Category" section, select "Animal/Wildlife Issue".
- Search for the customer by entering their name in the "Customer" section. Otherwise, create a "New Record" by following these directions here
- Enter the "Location of Incident".
- Enter a brief description of the "Work Request" in the "Description" section.
- For "Does Customer Want Follow-up", Select "Yes" or "No".
- In the "Complaint/Compliment", select "Complaint" or "Compliment".
- In the "Category" section, select "Park Property Maintenance".
- Search for the customer by entering their name in the "Customer" section. Otherwise, create a "New Record" by following these directions here.
- Choose the appropriate location from the "Location" section. You may need to expand your options by selecting "Advanced lookup".
- Using the "Advanced Lookup" select the appropriate location:
- Check the appropriate location check box.
- Click "Done" once complete.
- Enter a brief description of the "Work Request" in the "Description" section.
- Select Yes or No as to if the request involves a Tree near the client's home.
- In the "Category" section, select "Park Equipment Repair"
- Search for the customer by entering their name in the "Customer" section. Otherwise, create a "New Record" by following these directions here.
- Choose the appropriate location from the "Location" section. You may need to expand your options by selecting "Advanced lookup".
- Using the "Advanced Lookup" select the appropriate location:
- Check the appropriate location check box.
- Click "Done" once complete
- Enter a brief description of the "Work Request" in the "Description" section.
- For "Does Customer Want Follow-up", Select "Yes" or "No"
- Upon completed click "Save" and provide "Case Number" to the client for updates on the "Work Request" case.
