Closing and Reopening a Service

Closing and Reopening a Service Record

Market: Federal/State/Local, House, Senate

Description: These instructions teach users how to close a service record, reopen a closed service record, or modify a closed service record in IQ.

Click any of the following links to be brought directly to the subtopic:

Finding and Reopening a Closed Service

Making Changes to a Closed Service

Closing a Service Record

1.Find the active service record assigned to you.

2.Click Edit. The service record template is opened.

3. Review and confirm the information. Click Save.

4. Click the pencil icon next to Open.

5. The routing window appears on the screen. Enter the closing notes.

6. Click Close Service. The service record displays a Closed status.

Finding and Reopening a Closed Service

Note: You must have specific security permissions in order to reopen a closed Service. Talk to your IQ Consultant if you don’t have permission and need it enabled.

1.Navigate to Services > All Recently Closed.

2. Select the service record.

3. Click the Pencil icon next to CLOSED.

4. Select the appropriate option.

Option – Reopen a Service. This reopens the service record. Modify the record information and close the record when the process is complete.

Option – Change Status. This displays a window that lists the different types of closing statuses. Select the new closing status.

Making Changes to a Closed Service

1.Find the Closed Service.

2.Click one of the following options:

a.+Note: This allows you to add a note to the closed Service.

b.+Code: This allows you to add forgotten Service Codes to the Closed Service.

c.+Info Copy: This allows you to send an Info Copy related to the Closed Service.

d.+Attachment: This allows you to add an Attachment to the Closed Service.

e.+Library File: This allows you to add a forgotten Library File to the Closed Service.

f.Report: This allows you to run a report on the activity conducted in this Closed Service.