Page Comparison

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1. Fill in the fields as shown in the above picture
   1. Name
   2. Inventory Location Class
   3. Manage By Organization -> Name
   4. Manage By Contact Lookup
   5. Ship To Look Up
2. Add Account Information for Credits/Debits
   1. Click Find on Add Account Information for Credits/Debits section
   2. Click Add on results list
   3. Fill in the fields with as much information as possible
      1. Account
      2. Fund
      3. Sub
      4. Object
      5. Project
      6. Valid From
         1. Set to one day previously or earlier if exact date known
      7. Valid To
         1. Set to 01/01/9999 
   4. Click Create
3. Add Account Information for Markup
   1. Click Find on Add Account Information for Markup section
   2. Click Add on results list
   3. Fill in the fields with as much information as possible
      1. Account
      2. Fund
      3. Sub
      4. Object
      5. Project
      6. Valid From
         1. Set to one day previously or earlier if exact date known
      7. Valid To
         1. Set to 01/01/9999
   4. Click Create
4. Click Create Draft
5. Click Activate

Add Request Classes

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Image Added

1. Data Browser -> Classification -> Classifications (opens hierarchy editor)
2. Expand Request Class
3. Expand General Repairs and Renovations
4. Click on Corrective Work
5. Click New (Top of Hierarchy window)
6. Click Request Class Image Added
7. Fill in the fields as shown in the above picture
   1. Name
   2. Service Class
   3. Contact Center Request Type
8. Select Service Plan tab
   1. Fill in the fields
      1. Service Plan Name: UCI - Fire Extinguisher - Corrective Maintenance - Create Facilities Project - Create Single Work Task - Auto-Assign to Service Provider
9. Select Duplicate Search tab
   1. Fill in the fields
      1. Duplicate Handling: No Duplicate Search 
10. Click Create
11. (OPTIONAL) Repeat Request Class addition steps for sub-request classes. Do not attach service plan for sub-request class groupings like 'Corrective Work'