Accessing and Reviewing Completed Requests

This guide explains how to access and review completed requests. It provides step-by-step instructions on navigating the dashboard, toggling the "Show my work only" option, and accessing completed service requests. It also explains how to perform a quick review, select the appropriate service request, send a survey if needed, and submit the review. Viewing this guide will help users efficiently review and archive completed requests.

Craig Bartholomew
7 steps
22 seconds

Servusconnect

Click "Dashboard"

Go to the bottom left of the screen make sure "Show my work only" is toggled off. (When it's off, it will be greyed out) \*\*\*Please Note - if "Show My Work" is toggled on, you will only be able to see/review SR's that were either created by you or assigned to you.

Click on Completed SR's or "Needs Review"

Click this on the ellipsis (three dots) on any of the SR's in the list.

Click "Quick Review"

Select the appropriate SR from the list on the left, then click "Review".

Make the appropriate selection to send a survey (or not), then click "Submit Review". The review will be sent out and the SR will be Archived.