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Update Authorization Number, Project, or Work Order

Eptura Knowledge Center

Update Authorization Number, Project, or Work Order

From the Manage Service Request screen.

  • Click a service request to edit. The Edit Service Request screen displays.

Update Authorization Number and/or Project


From the Related To area, you can update the Authorization Number, Project Name, or Number.

Authorization Number

  1. For the field, you want to edit, click the Edit  icon.
  2. In the Authorization Number field, enter the authorization number.
  3. Click the Tick  icon to save.

If you need to remove the entry, click the X icon.

BOS Move Project

You can link a BOS Move Plan to the service request. 

The BOS Move Plan must be created before you can link it. For details on how to create a BOS Move Plan see BOS.

  1. For the field, you want to edit, click the Edit  icon.
  2. In the Project field, search for the BOS Move Plan and then select it.
  3. Click the Tick  icon to save.

If you need to remove the entry, click the X icon.

Work Order

If your business has an integration to Accruent 360Facility and Serraview or ServiceNow and Serraview then you can create a work order.

Accurent 360Facility

For more information, refer to the following:

ServiceNow

For more information, refer to ServiceNow Integration

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