1.1.1-5, Adding a chart string to Service Requests

This guide shows how to create and attach a new chartstring when a service request requires billing info. It walks you through the correct sequence of popout fields: Entity, Org, Funding, Activity, Subactivity, optional Natural Class. Follow it to ensure the chartstring is built correctly and saved to the request.

Dartmouth

When submitting Service Requests from [facilities.dartmouth.edu](https://facilities.dartmouth.edu), you may encounter this pop-up which means you must enter a chartstring

After filling out all other request fields, click "Assign a chart string"

If you don't know your chartstring, please contact your supervisor, manager, or administrator before proceeding.

Click the popout button in the "Debit chartfield string" field

Click the "Create new chart string" field.

**Do not** use "Choose existing chart string"

Type the Entity code in the "Entity" field or click the popout button to search by code or description

Select the correct Entity

Click OK

Type the organization code in the "Org" field or click the popout button to search by code or description

Search for and select the correct organization by description or code

Click OK

Type the funding code in the "Funding" field or click the popout button to search by code or description

Search for and select the correct Funding by description or code

Click OK

Type the activity code in the "Activity" field or click the popout button to search by code or description

Search for and select the correct Activity by description or code

Click OK

Type the subactivity code in the "Subactivity" field or click the popout button to search by code or description

Search for and select the correct Subactivity by description or code

Click OK

Optionally, type the natural class code in the "Natural class" field or click the popout button to search by code or description

Search for and select the correct natural class by description or code

Click OK

At the bottom of the 'Add/change billing allocations' popup, click Update

This popup shows that the chartstring was successfully created. Click Close

Click "Submit" to submit the request

1.1.1-5, Adding a chart string to Service Requests

Dartmouth

When submitting Service Requests from [facilities.dartmouth.edu](https://facilities.dartmouth.edu), you may encounter this pop-up which means you must enter a chartstring

After filling out all other request fields, click "Assign a chart string"

If you don't know your chartstring, please contact your supervisor, manager, or administrator before proceeding.

Click the popout button in the "Debit chartfield string" field

Click the "Create new chart string" field.

**Do not** use "Choose existing chart string"

Type the Entity code in the "Entity" field or click the popout button to search by code or description

Select the correct Entity

Click OK

Type the organization code in the "Org" field or click the popout button to search by code or description

Search for and select the correct organization by description or code

Click OK

Type the funding code in the "Funding" field or click the popout button to search by code or description

Search for and select the correct Funding by description or code

Click OK

Type the activity code in the "Activity" field or click the popout button to search by code or description

Search for and select the correct Activity by description or code

Click OK

Type the subactivity code in the "Subactivity" field or click the popout button to search by code or description

Search for and select the correct Subactivity by description or code

Click OK

Optionally, type the natural class code in the "Natural class" field or click the popout button to search by code or description

Search for and select the correct natural class by description or code

Click OK

At the bottom of the 'Add/change billing allocations' popup, click Update

This popup shows that the chartstring was successfully created. Click Close

Click "Submit" to submit the request