How to Assign a Task to a Vendor?
- Tanvir Mahedi |
- 19 steps |
- 5 minutes
1
Log into the Admin Portal
2
Go to "Tenant Management" under "Administration" on the left navigation
3
Click on "Service Request" under "Tenant Management" dropdown
4
Search for a Service Request that needs Approval. Click on "View Details" icon.
5
On the Service Request/Details page, click on "Assign" under the Spanner and Screwdriver image
6
There are 2 ways to successfully Assign the Service Request to a Vendor.
1. "Create Work Order" 2. "Skip Creating Work Order".
Both the steps are shown below:
Click on "Create Work Order"
7
For Work Order Request, fill in the required fields with accurate information
8
Tick the boxes as per requirement
9
Click "TENANT INFORMATION"
10
Fill the required fields under "UNIT ENTRY LOG"
11
Click on "Browse" to upload documents from the device
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Click on "Submit"
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On the "Current Status" it will appear as "Assigned"
14
The other way to Assign a service request:
On the Service Request Details Page, click on "Assign"
15
Click on "Skip Creating Work Order"
16
Fill out the required fields
17
Tick the boxes as per own requirement
18
Click on "Submit"
19
Once done, the "Current Status" under "Summary" will appear as "Assigned"
