SR Summary

SR SUMMARY

NEW SERVICE REQUEST

New Request
Search
Details
Search
History
New Request
Code Enforcement
Education
Address
Geo Code
Shop
Code Enforcement
Details
Submit: YN
Dispatch: YN
Copy2Caller
Caller Information
Investigator Initiator
Last Name
Save
Custom Field
Curbside Placement
YW/C&D/CARTS/
Pick Up Days:
Unit Maps:
Save
Comment
Attachment
Save
Request
Labor
Name
Hour
Add
Request
Status: Initiate/ Assigned Hold/ Complete
Save for Assigned Hold
Save and close, for complete

RECHECK/FOLLOW UP

Inbox
Address
Click Blue #
Details: Case updated/Case updated & close
Custom Field
Follow up Inspection
01/02/03/04
Comment
Attachment
Request
Labor
Name
Hour
Add
Request
Status: Assigned Hold / Complete
Date: Set a new date for a Hold or double-click the date for a complete
Save for Assigned Hold
Save and Close for Complete

SCHEDULE FOR COLLECTION

New Request
Code Enforcement
Address
Geo Code
Shop
Code Enforcement
Details: 07/24 Dryer
Submit: YN
Dispatch: YN
Copy2caller
Caller information
Investigator Initiator
Last Name
Save
Custom Field
White Goods?
Yes
Pick Up Days
Unit Maps
Save
Comment
The customer will have one dryer at the curbside scheduled for collection on 08/30/24
Save
Request
Labor
Name
Hour
Add
Request
Status: Complete
Submit: YN
Dispatch: 1D WM Collier
Date: Double-click the date
Save
Close
Go back & close the original SR
Inbox
Status: Complete
Date: double click Date
Save
Close

COMPLAIN/carts/yard waste/water meter/driveway

Check Email

Click Forward
Enter: To: DL (All investigators)
Enter: Got it
Copy the SR number or Address
Paste the SR number in the search bar
Click Enter
Submit: YN
Dispatch: YN

Read the Complain
Go to the location to investigate and educate
Enter comment
Details Date/Title
Education/Franchise Inefficiency
Custom Field
Franchise Violation
Follow up inspection
Save
Days of collection (MH)
Choose (01)/(00)
Add Comment
Attachment(optional)
Request
Labor
Name
Hour
Add
Save
Request
Status: Put on Hold
Check Date
Recheck Next week
Save
Done

MISSED

District 1

Submit: Super Code Enforcement
Dispatch: 1D WM Collier
Open/close: Open

District 2

Submit: Super Code Enforcement
Dispatch: 2D WP Collier
Open/Close: Open

Comment
Save
Inbox

COMPLAIN/property damage/mailbox/dumpster gate/ main gate

Check Email

Click Forward
Enter: To: DL (All investigators)
Enter: Got it
Copy the SR number or Address
Paste the SR number in the search bar
Click Enter
Submit: YN
Dispatch: YN

Read the Complain
Go to the location to investigate. (take pictures, write all information down)

Write a report
Enter comment
Copy the report and paste it in the comment box
Details Date/Title
Education/Franchise Inefficiency
Custom Field
Franchise Violation
Save
Days of collection (MH)
Choose (00)
Add Comment
Add Attachment (all pictures taken)

Send the report to the Supervisor to review
Make the necessary changes
Email the report to WM Route Managers
Request
Labor
Name
Hour
Add
Save
Request
Status: Initiated
Submit: Natalie
Dispatch: Natalie
Save
Done

COMPLAIN/SPILLS

Check Email
Email from Waste Management

Read the Complain
Go to the location to investigate. (take pictures, write all information down)

Write a report

Open two SRs ({1},SR address for WM) ({2},SR address for the location)
Enter comment SR (1)
Copy the report and paste it in the SR (2) comment box
Details Date/Title
Education/Franchise Inefficiency
Custom Field
Franchise Violation
Save
Days of collection (MH)
Choose (00)
Add Comment
Add Attachment (all pictures taken)

GAS-SR

Record Mileage
Place the key into the pump
Enter Mileage
Enter pump number
Pump Gas

SERVICE REQUEST FOR GAS
New Request
Miscellaneous
Address
Geo Code
Shop
Code Enforcement
Details 07/30/ Gas Refuel
Submit: YN
Dispatch: YN
Copy 2Caller
Caller Information
Investigator Initiator
Last Name
Save
Custom field
Reason: Gas?
Yes
Comment
Joe on location to refuel. Mileage 55———-0
Save
Request
Labor
Name
Hour
Add
Save
Request
Status: Complete
Date: Double Click
Save

EMAIL FROM NATALIE/REPLY

Click Forward
Click DL
Click Natalie / Jeremy
Answer: Got It
Go to the location and take care of Business

UPDATED

Add comment
Custom field (No follow up)
Labor
Complete (Status)
Project Completion Day
Save and close

Comment updated
Custom Field
New Labor
Status
Project Completion

UBCS
Envelop
I-phone
Picture
Documents

Complain Driveway

Call the customer