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.

Filter and Field Descriptions

Filter Options	Description
Division	Filters to display requests for the selected Division.
Assigned To	Filters to display requests assigned to the selected user.
Type	Filters to display requests matching the selected Type.
Status	Filters to display requests by their Status. Find completed requests by selecting from the options.
Fields	Descriptions
ID	Displays the system generated ID assigned to the request.
Type	Displays the customer selected reason for the request.
Assigned To	Displays the name of the user the request has been assigned to.
Date	Displays the date the request was created.
Account/Site	Displays the Account/Site ID and name.
Contact	Displays the name of the contact for the account. An email displays when the contacts email address was entered in the name field.
Note	Displays the note the customer entered in the request.
Completed By	Displays the name of the user who resolved the request and changed it to a Completed status.
Completed On	Displays the date a request was completed.

Complete an Account Request

Click on request you would like to work on.
Check the status, reason code and notes about how to complete
change status to complete when done.

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.
Status	Open - The Request has not yet been handled by anyone or is actively being worked on and is not yet complete. Hold - The Request is put on hold to be handled later or needs more time before this can be handled. Completed - The Request has been handled and once you change the status to Completed, it will no longer show on this page.
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 the Request that will assist in handling this Request either by the person assigned to this or the person who submitted the request.
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.

Linked Items

This part of the tool links items needed to proceed with this account request.

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.