Add Contacts

Explanation

This activity is used to add contacts for a Location, Request, or related entity. It is possible to define and maintain multiple types of contacts. When a contact is added to a page (such as Request, Location) this will be inherited and show in all relevant pages once the "Show Associate Contacts" toggle is on.

The contact information can include role, name, phone numbers, email addresses, and other communication methods. This ensures that service personnel can quickly reach the right person for access, updates, or issue resolution.

You can add multiple contacts, and each contact record needs to be unique. Contacts may also be inherited across entities when linked.

Prerequisites

• Location or Request must have been defined.
• Contacts and their roles must have been created in the Contact basic data page.

System Effects

• As a result of this activity, contacts for the Location, Request, or Task are defined and available across associated entities.

Pages

Location

Activity Diagrams

Create Request Work Task
Enter Location
Quote Request
Create Request Bundle Task