Equus Software

What's in this page?
Overview
Vendor Defaulting on Service Orders
Note/Communication Detail
Receiving Data from a Vendor
Overview
Services can be ordered from vendors on the majority of Service-relate

How to manually create a service order / order services

System Service, in the application, is a grouping of functionality or screens. It is also known as a “Service” or “Service Definition”, and will be generally referred to as “Service”.The…

Overview - Services

How to define system services / create a service definition

The Assignment Policy screen allows you to create and maintain Relocation Policies. These are created at the Company level and are specified for Assignments on the Assignment Policy field.  An…

Assignment Policies

Service Order Settings can be configured at a System and at a Company level.  Click the + icon to add a new service order setting. 
 
Services associated with a…

How to manage service order settings

When an Assignment Policy is saved for an Assignment, its Services become associated with that Assignment. However, in order for a Service’s associated screens to be available on the assignment,…

Authorize Services for an Assignment

The following screens play a role in the Vendor Service Order Ratings process:
Surveys – This configuration level screen allows you to create the surveys
Service Order Settings – This…

Vendor Service Ratings - Screen List

When you select a Service Type within a Service Order, the system will check the Preference setting for that particular Service Type across all active vendors. It will try to…

Vendor Service Ratings - Service Order Vendor Defaulting

The Vendor Service Ratings feature in the Equus Platform™ allows the service order coordinator to rate the services provided by the vendor on a service order by service order basis.…

Vendor Service Rating - Overview

Service order automation can be setup to automatically be created for a selected service order type for a specific vendor using Quick Workflows. Note that existing service order automation functionali

How to configure a service order automation quick workflow

Service Types are used to track orders made for Services in the system. A pre-defined list of Service Types is available in the Equus Platform.  Each Service Type can have…

How to manage service types

The Service Type Screen Mapping screen allows the system to display specific Service Types for Service Orders on the appropriate Equus Platform screen. Click  to edit a Screen and view/edit…

How to map service types to screens

Service Management

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