You can add new status reasons to service requests, edit existing status reasons, and delete status reasons that you no longer need.
- On the Company tab, click Service Request Types, and then click Status Reasons on the toolbar.
To add a status reason
- On the SR Status Reasons page, click Add on the toolbar.
- In the SR Status Reason dialog box, select the appropriate status in the Status box, type the name of the reason in the Status Reason box, if needed, select a question section in the Questions Section box, and then click OK.
To edit a status reason
- On the SR Status Reasons page, click Edit next to the status reason that you want to change.
- In the SR Status Reason dialog box, make the appropriate changes, and then click OK.
To delete a status reason
- On the SR Status Reasons page, click Delete next to the status reason that you want to remove.
- Click OK in the confirmation message.
When technicians close or reject service requests in the mobile app they can specify the appropriate reason.