DSI WebApp

W40211 Closed

Customer/Point of Contact:

Roberts, Fowler & Visosky
Tim Roberts (16716461222)

Scheduled Date/Time:

03/23/2023, 09:00 am

Service Type:

Onsite

Charge Type:

Service Contract

Charge Code:

RFVL.6007: Roberts Fowler & Visosky - Service Contract 2023

Rates:

Roberts Fowler & Visosky - Service Contract 2023 [TOTAL ANNUAL HOURS: 2]

Remaining Hours:

2

Est. Service Time (hrs):

1

Reference/PO #:

Taken By:

Kevin Hsueh

Customer Signature:

Yes

Print Name:

Andea Babauta

Date Signed:

03/23/2023

Work Requested

Work with Tim on Fidelity access issues

Work Requested by: Tim Roberts

Items Dropped Off 0

	Item	Serial Number	Notes

Work Completed 1

Summary of Tasks

Work with time on accessing Fidelity website. Tim advised the 2FA call from Fidelity appears to not be generated from Fidelity as it is a robo voice. Advised Tim this is how large firms are handling 2FA calls now. Entered code provided on the 2FA call and Tim was able to access his Fidelity web portal.

		Work Completed	Technician	Check-in	Check-out	Actual Hrs
	1	Work with time on accessing Fidelity website. Tim advised the 2FA call from Fidelity appears to not be generated from Fidelity as it is a robo voice. Advised Tim this is how large firms are handling 2FA calls now. Entered code provided on the 2FA call and Tim was able to access his Fidelity web portal.	Kevin Hsueh	03/23/2023 09:01 am	03/23/2023 10:00 am	00:59

Parts and Materials 0

	Item	Serial Number	Condition	Qty	Price	Amount
TOTAL ($)						0.00

Comments For Internal Use only. 14

Date/Time	Comment	Tech
03/23/2023 04:33 pm	Updated status to Closed	Jessica L.
03/23/2023 04:21 pm	Updated status to Submitted for Invoicing	Chu H.
03/23/2023 04:21 pm	Approved.	Chu H.
03/23/2023 11:35 am	Updated status to Pending Approval	Kevin H.
03/23/2023 11:35 am	Service Completed	Kevin H.
03/23/2023 11:29 am	Check-out 03/23/2023 10:00 am	Kevin H.
03/23/2023 11:29 am	Work Order Tasks Added	Kevin H.
03/23/2023 11:29 am	Updated status to Service Completed	Kevin H.
03/23/2023 09:18 am	Customer Signature Posted	Kevin H.
03/23/2023 09:03 am	Arrived 03/23/2023 09:02 am	Kevin H.
03/23/2023 09:02 am	Check-in 03/23/2023 09:01 am	Kevin H.
03/23/2023 08:45 am	Updated status to Scheduled	Kevin H.
03/23/2023 08:45 am	Assigned: Kevin Hsueh	Kevin H.
03/23/2023 08:45 am	Created workorder.	Kevin H.

Attachments 1

Filename
W40211

Work Orders