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Work Requests

Work Requests


Requests : Creating a work request

To create a new work request, in the Main Menu, click Work Requests (Fig. 4A). This will take you to the Work Requests Menu page. Next, click Create Work Request (Fig. 4B) to get to the Search/Find Asset page.

   
Fig. 4A                                                          Fig. 4B

In order to create a new work request, you’ll need to use the Search/Find Asset page (Fig. 4C) to look up the asset for which this work request is being made. You can search by Asset ID, Asset Description, or another field. Just click on the field you want to use and then type in the search bar. Click the Find button when you’re ready. The results will be returned in the box below (Fig. 4D). Simply click on the asset you want to use and click the Create Request button.

   
Fig. 4C                                                                Fig. 4D

You will then be taken to the Add Work Request screen (Fig. 4E).

   
Fig. 4E                                                                    Fig. 4F

The asset information will be filled in automatically, as will the request date. Just enter the Brief Description and Work Description and then click the Save button. The request will be created and you will see the confirmation screen (Fig. 4F). The New button will let you add another request, the Menu button will return you to the Work Requests menu (Fig. 4B), and the button that displays the Request Number will show you the request you just made, along with some more options (Fig. 4G). you can approve it, reject it, or return to the list. We will discuss these options later on.


Fig. 4G

Work Requests : Looking up Requests

There are two ways to look up work requests. From the Work Requests menu (Fig. 4A), you can select either My Work Requests or Request Approvals.

My Work Requests


Fig. 4H

Here, you will see a list of all of the requests that you have submitted, as the user who is currently logged in. You’ll see the request number, the brief description, the status (O = Open, A = Approved, X = Rejected), and the Work Order Number (for approved requests). You can click Refresh List to refresh, Menu to return to the Work Requests menu, or click on a request number in the list to open that work request in the detail view.

Request Approvals


Fig. 4I

Clicking on Request Approvals will take you to a different list. This list contain all open requests, regardless of which user submitted them. This is a great way to see all the requests that require attention. Just click on one of the request numbers to see the detail view.

Work requests : Approving a Request


Fig. 4J

When viewing a request in the detail view, you’ll have button to Approve, Reject, or return to the list. Clicking the Approve button will take you to a screen where you can edit the brief description and work description (Fig. 4K).

   
Fig. 4K                                                                   Fig. 4L

When you’re finished, click the Save button. It will approve the request, create the work order, and take you to the confirmation screen (Fig. 4L). There, you can choose to view the work order, assign it to somebody, return to the request list, or return to the menu.

Work Requests : Assigning a New Work Order

   
Fig. 4M                                                               Fig. 4N

Click the Assign button to proceed to a page that will let you look up the contact to which you want to assign the work (Fig. 4M). Just like looking up an asset, select the field you want to use, type in the text you want to find, and click the Find button. You can also use the dropdown box to filter them by the category field. The results will appear in the box below (Fig. 4N). Click on the contact and then click the Assign to WO button. The work order will be assigned to that person and you will be taken back to the work order.

Work Requests : Rejecting a Request


Fig. 4J

When viewing a request, just click the Reject button to reject it. You will be prompted for a rejection reason (Fig. 4O). just enter some text to describe the reason for rejecting it and click Save. It will show you a confirmation screen and send an email to the person who submitted it, as long as they entered a valid email address in the Email field.

   
Fig. 4O                                                                 Fig. 4P