Service Manager

💡These articles explain Service Types and service tickets in the Service Manager, including projects, Project Templates and non-conformance reports (NCRs).

Articles

  • Non-Conformance Reports (NCRs): Describes how QuickEasy BOS manages NCRs with transactions and Service Types, and shows how to create, resolve and unlink NCR tickets.
  • Project Templates List and Edit Views: Describes the Project Templates list and edit views, including their buttons, fields, status bar and Items and Status tabs.
  • Project Templates Tutorials: Shows how to create, copy, edit and delete Project Templates, manage project items and predecessors, and add or remove item tags.
  • Service Tickets Edit View Interface: Describes the service ticket edit view: buttons, status bar, header and the Detail, Transactions, Timekeeping, Tickets, Projects and Gantt tabs.
  • Service Tickets List View Interface: Describes the buttons, filters and fields of the service tickets list view for a Service Type.
  • Service Tickets Tutorials: Shows how to create, edit, process and delete service tickets and projects, record timekeeping, link transactions and view Gantt charts.
  • Service Types Edit View Interface: Describes the Service Type edit view header and its Settings, Statuses, Copy Rules, Notes, Categories, Project Tags, Project Resources and Output Templates tabs.
  • Service Types List View Interface: Describes the buttons and fields of the Service Types list view.
  • Service Types Tutorials: Shows how to create and edit Service Types and manage their statuses, note topics, categories, project tags, resources and Copy Rules.

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