New/Update Parts Request - Research Request
After a Part Order Request was created in Service Bench, a service job task is automatically created in ZOHO. The service job task is assigned to the Research Request team .
1. Go to ZOHO and click Kanban Task Board .
2. Find all agent assigned tasks in the agent queue.NOTE : Clicking on ALL TASKS displays all tasks assigned to the team. Clicking on MY TASKS displays all tasks assigned to the agent.NOTE : Agents can also locate an assigned task by clicking the Activities tab at the top of the screen > clicking the My Activities filter > selecting My Open Activities.3. In the agent queue, select a service job with New/Update part .
4. Copy the Service Job number from the open task and go to Service Bench.5. Pull up the Service Job, review the details, and work the task.6. Add a note to the comments in Service Bench.7. Complete the task in ZOHO when complete.
NOTE : If a Service Order has multiple Parts Requests, all the Parts
Requests are grouped together in a single task. ZOHO checks if there is an
existing task for the Part Request and updates the same task.
End Process
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