Create an Unattached Service Request

An unattached service request is not associated with a specific map feature. Existing service requests can be attached to an asset after creation. See Attach an Unattached Service Request for information on how to do that.

  1. Click Create from the menu and click Service Request.

The Create Service Request page opens.

  1. Enter information in the Caller Information panel.

TIP: You can search for a caller on the Caller Information panel by entering the first few letters of the customer's name in the First Name or Last Name fields and clicking Search Callers or letting the results filter in the drop-down list.

  1. On the Request Type panel, select the desired category. You can use the filter icon to filter categories.

NOTE: The categories in the Request Type panel are defined by the administrator in the Hierarchy panel found in Admin under Service Requests > Templates. See Configure Service Request Template Hierarchy in the Admin Guide for Trimble Unity Maintain and Trimble Unity Permit for more information.

  1. Once a category is selected, select the type of service request.
  2. Answer any questions as needed. See Questions and Answers for more information.

NOTE: The Questions panel populates with any questions that have been defined by the administrator.

  1. Enter information in the Incident Information panel.
  2. Click Create Service Request.

See Service Request Fields for more information.