Quick Reference Guide s3

QUICK REFERENCE GUIDE

OneView Service Center

Quick Reference for Facility Occupants

OV Service Center CA – Occupant.doc / Jones Lang LaSalle, Inc.
All Rights Reserved © 2008
1 / January 2009

About OneView Service Center

OneView Service Center is a web-based tool that allows facility Occupants to view, create, and cancel requests.

Access OneView Service Center

Access OneView Service Center through the CA Intranet site page via:

http://canet.ca.com/admin_services/facilities.htm

The OneView Service Center web site includes a Single Sign-On feature. Once logged on to your computer within CA, there is no additional login/password entry required for MyFacility.

Home Page

After log in, the page displays the Summary view which shows the current user’s locations and open service requests.

In the left column, the Local Bulletin area displays announcements for this building (such as fire drills, schedule power outages, etc.)

My Resources appears once a location or Home button is selected and displays other announcements and links for this client.

Click the Home button in the gray bar at the top of the screen, or choose a location from the drop-down menu at the top right side of the screen, to show current Service Requests.

Reviewing Your Service Requests

Your service requests display at the top of the page.

My Service Requests displays the date the request was opened and the request number that has been assigned to the request. Also listed is the status of the pending request, a detailed description of the request and the service location.

All Service Requests display on the section below.

· View more information about any Service Request by clicking the Request Number.

Create a Service Request

When an occupant requires service, a service request must be generated.

· Click the New Request button.

The New Service Request screen displays.

· Click the check box at top right of the form to keep the request confidential. This request will not display on your Home Page service request list.

· Complete the Service Request form:

· Type a Service Location.

· Select Work Type from the drop-down menu.

· Select Category from the drop-down menu.

· Select Common Problem from the drop-down menu.

· Type a detailed Description of the repair needed.

· Click once the form is complete.

The Service Request Information page displays.

The Service Request Information page displays the Request number that been assigned along with the title, work category and description.

· Click when complete.

NOTE: Only a location’s Facility Manager has access to edit details for a request. Facility Occupants can add notes to existing requests, or cancel requests, but cannot edit details for a request once it has been submitted.

Search for a Service Request

You can search using the quick search fields on the Home Page, or by using the Search button to search on multiple fields.

· Quick Search: If you know the Request Number, type it into the Search fields on the Home Page and click Go.

· Advanced Search: click the Search button in the gray menu bar across the top of the screen

The find a service request page displays.

Using the drop-down menus and radio button, select the parameters for the search.

· Click the button.

The Search results appear at the bottom of the screen.

Cancel a Service Request

Go to the Home Page to locate the request you want to cancel.

Click the Service Request Number .

The Service Request page displays.

· Click the button.

On the Cancel Request page, elect the Cancel Request radio button next to the service request you want to cancel.

· Click the button.

The Cancel Request Succeeded message displays.

· The Canceled message displays on the homepage.

Add Notes to a Request

View the detail for a Service Request.

Click the Add Notes button.

The Add Notes dialog appears.

· Type notes.

· Click Browse to select an attachment if desired.

· Click Update when finished.

Print Request

· Click the Request Number to view details for a Request.

· Click the Print Request button at the bottom of the screen to generate a print copy of the current page.

Add a Location

To add a new location to your account:

Click My Account at the top right of the screen, OR from the Summary Overview page, click Add Location.

The MyAccount page displays.

· Click the Add New Location check box.

The Add New Location section appears.

· From the drop-down lists select the country, state, city, building and location you want to add.

· Click the button when finished.

Saved Changes Succeeded displays on the MyAccount page.

For More Information

Data Management E-mail: