Users can open a work order directly from the CSM Portal. Frequently
requested items are available for easy categorization.
To create a work order (users):
Log in to the CSM Portal.
Note: The URL is unique to your organization.
Select a frequently requested item (example:
Replace/Fix Lighting,
Plumbing Issue,
Temperature Control, etc.), or select
Browse All Services to select the appropriate
category of the issue or request.
In the following example, the user selected
Temperature Control, and a new page opened
with fields for entering additional details about the issue. Note that the
categorization
HVAC-Repair has been applied to the issue.
Figure 1. User Work Order
Enter information in the fields. Fields with an asterisk are required.
Select Save to complete the work order.
The new work order displays. As it processes, the phases are
updated, and the assignee is provided.