Action requests
Action requests usually involve a problem the customer has. To solve action requests, create a customer request, which typically becomes a work order, or link the customer request to an existing work order. Create a customer request for the problem, filling in the customer’s information as needed. If this is the first report of the problem, create a work order. However, if the problem has already been reported, then create a customer request from the new customer and link it to the existing work order.