Pathway: Accounts > Accounts Request Management
The Account Request Management tool displays customer initiated Account Requests for all accounts. When the tool opens, all open requests display. Use the filtering options located along the top of the screen to limit what displays.
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Fields | Descriptions |
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Created On | The date this the Request was received. |
Created By | The person that who made the request. |
Type | The Request type or action needed to take next. - Indicates the reason for the request. |
Status |
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Assigned To | Who this Request is going to be handled by. |
Contact | The person to contact for any further information about this Request. |
Reason Code | Identifies the request for internal purposes. (reason codes are created in setup system reason code) |
Note | Any notes that have been added to this Request that will assist in handling this Request. Replace “this” with “the” - in both instances. Who added the note? Dispatch? Drivers? Customer? Start description with action verb. |
Completion Note | Any notes that need to be added to the completion of this Request. Start description with action verb. You need to tell the readers why this is relevant and why they should fill this out. Example: Enter a Completion Note to record the steps taken to resolve the request. |
Linked Items
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