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.
**IMAGE - your current image is of a specific request…based on the field descriptions below, it needs to be of the Account Request Management tool.
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Filter and Field Descriptions
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Fields | Descriptions |
|---|---|
Created On | The date the Request was received. |
Created By | The person who made the request. |
Type | Indicates the reason for the request and helps in identifying next steps (i.e. who the request should be assigned to). Additional types are added in Setup > Account > Account Request Type. |
Status | Indicates the current status of a request. All new requests display as Open and will remain open until changed by a user. - I added a description to provide a little more context about the field. From here is where you bullet. You never want to just bullet something without providing a description about what those bullets mean. Status ' include:
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Assigned To | The user assigned to the request. |
Contact | Displays the name of the site contact. In some cases, an email displays if an email was entered in the name field of the Add/Edit Contact screen. The person to contact for any further information about this Request. |
Reason Code | Identifies the request for internal purposes. (reason Reason codes are created in setup system reason code) - if you are going to include a pathway then you need to capitalize the module and tool names and include a > between the module and the tool. Setup > Set Up > System > Reason Code. |
Note | Any notes that have been added to the Request that will assist in handling this Request either by the person assigned to this or the person who submitted the request. - please revise to remove the wordiness. When a customer creates a request, this is their note detailing the issue, the person assigned to the request does not add a note here. |
Completion Note | Added notes that need to be added to the completion of this Request like specific notes about a location site or route needed. Please revise so this sentence is clear and specific. |
Complete a Request
Click Double click on request you would like to work on. Test this. Does just a ‘click’ work?
Review
Checkthe status, reason code Reason Code and notes Notes about how to complete - write this with proper capitalization and punctuation.Select Complete from the Status drop down and the request will be archived. Completed requests can be viewed using the Status drop down options in the Account Request Management screen.
change status to complete when done.I want you to notice the difference in descriptions here.Should they add a completion note? Why might a completion note be beneficial?
Do they need to click save?
Using Linked Items
This part of the tool links items needed to proceed with this account request. - Rewrite this description..do not start a section with “this part of the tool”.
Notes:
Last week we talked about capturing an image for this, and what that image should look like. Images help a reader understand what the descriptions below are referring to and is essential in doc. writing.
When writing descriptions you want to provide as much detail or use case scenarios as possible and avoid just stating the obvious.
Linked Item | Descriptions |
|---|---|
Add Task | Add a new task to this request. |
Add Appointment | Add a new appointment for this request. |
Link Task | Link an existing task that goes with this request. |
Link Appointment | Link an appointment that is set for this request. |
Link Service Record | Link a Service Record associated with this request. |
Link Invoice | Link an invoice needed for this request. |
Link Credit Memo | Link a credit memo to be applied to this request. |
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