Close a Service Request

There are three steps that must be complete before a Project is closed in DAD:

Step 1: Choose Prepare Project for Closings from Actions menu.

Step 2: Enter a proposed close date, then click “Save & Answer Closing Data

Close SR

Note

If the Service Request has been closed then re-opened, or if you have prepared the Service Request for closure and did not receive approval until a later date, you MUST edit the proposed closed date to the date you are actually closing it.

Step 3: Complete the required Fields (including required local data fields)

Close SR

Tip

You MUST match the Service Type and the Intervention Strategy. They need to match the level of service provided