Vendor Related

No, a service request cannot be created without a work order. A valid work order is essential to initiate and process any service request, ensuring proper tracking and management of tasks.

Yes, all reports can be downloaded as PDF files. Additionally, there is an option to download reports in Excel format for further analysis.
To download a report:

1. Navigate to the report section.
2. Select the desired report.
3. Choose the download option and select either PDF or Excel format.

This flexibility allows users to easily access and share reports in their preferred format.

Yes, you can assign tasks to your vendors directly within the portal. This feature allows for better collaboration and streamlined communication, ensuring that all tasks are tracked and managed efficiently.

If a vendor does not appear on the vendor list, it is likely because the vendor has not yet been approved. Here are the key points to understand:

1. Approval Requirement: Vendors must go through an approval process before they can be added to the vendor list. This ensures that only vetted and compliant vendors are available for use in transactions.
2. Vendor Approval Process: The approval process typically involves evaluating the vendor’s qualifications, verifying their information, and ensuring they meet your organization’s standards. Until this process is completed, the vendor will remain unlisted.