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      Create, view and update service requests using Report app

      If you are managing a fleet of coolers through Report app, you can see requests created by service technicians while they are visiting coolers at locations on their service route. You can also use Report app to create and update existing requests.

      If a service technician visits a cooler on location and discovers a maintenance issue, they can log a service request in Field app so that it appears in your view within Report app.

      Service requests for your whole fleet

      View and update existing requests

      1. Log into Report app and click Maintenance.
      2. Click Faults to see a list of all service requests for that database.
      3. (Optional) Select Show closed requests if you also want to see closed requests.
      4. To view or edit an existing request, click on the request listing then click EDIT.
      5. Update details as needed (eg. Manual override, Status, Technician, Fault) then click:
        • SAVE to confirm updates.
        • ASSIGN TO TECHNICIAN to send an email update to an individual technician.
        • CLOSE REQUEST to change the status of the request from open to closed.
        • CANCEL if you don't wish to make changes to the request.

      Create new service requests 

      1. Log into Report app and click Maintenance.
      2. Click Faults to see a list of all service requests for that database.
      3. To open a new request for that cooler, click + NEW then complete any known request details (e.g. Symptom, Diagnosis, Status, Technician, Fault) then click: 
        • SAVE to confirm updates.
        • ASSIGN TO TECHNICIAN to send an email update to an individual technician.
        • CLOSE REQUEST to change the status of the request from open to closed. (This option may be useful if you are creating a new record after servicing has already happened).
        • CANCEL if you don't wish to make a new request.
      Report app - list of all service requests

      Service requests for an individual cooler

      View and update existing requests

      1. Log into Report app and click on Asset.
      2. Click Single Cooler View to see details for an individual cooler.
      3. Click Service Requests in the top right of the screen to view open requests.
      4. (Optional) Select Show closed requests if you also want to see closed requests.
      5. To view or edit an existing request, click on the request listing then click EDIT.
      6. Update details as needed (eg. Manual override, Status, Technician, Fault) then click: 
        • SAVE to confirm updates.
        • ASSIGN TO TECHNICIAN to send an email update to an individual technician.
        • CLOSE REQUEST to change the status of the request from open to closed.
        • CANCEL if you don't wish to make changes to the request.

      Create a new request

      1. Log into Report app and click on Asset.
      2. Click Single Cooler View to see details for an individual cooler.
      3. Click Service Requests in the top right of the screen to view open requests.
      4. To open a new request for that cooler, click + NEW then complete any known request details (e.g. Symptom, Diagnosis, Status, Technician, Fault) then click:
        • SAVE to confirm updates.
        • ASSIGN TO TECHNICIAN to send an email update to an individual technician.
        • CLOSE REQUEST to change the status of the request from open to closed. (This option may be useful if you are creating a record after servicing has happened).
        • CANCEL if you don't wish to make changes to the request.
      Single Cooler View - edit an existing service request