Create Request Page

The Create Request page stores information about your work request. Use the controls on the page to enter work request information and submit it to Maintenance Management.

 

To open the Create Request page, click the Create Request button on the Work Request page.

 

Controls on the Create Request Page

CONTROL

DESCRIPTION

User Name

Required field. Name given to the account

Requester

Name of the individual, or company, requesting the work.

Email

Required field.  Your email address. The Requester Email is used to check work request status.

 

NOTE: If the feature is enabled, your Requester Email is used as the return address for submitted work request email notifications.  

Phone

Contact phone number for the individual or company requesting the work.

Property

Required field.  Primary work location information. This is the primary location of the asset that needs to be maintained. To enter or change the property name in the field, select one from the Property pick list. The pick list contains the names of existing properties.

Building

Buildings are the primary location components of a Property, used to further define the location of a property’s assets.  

Asset

Required field.  Name of the area, equipment, or vehicle asset that needs to be maintained. Work is performed on assets. To enter or change the asset name in the field, select one from the Asset pick list. The pick list contains the names of existing assets assigned to the selected Property.

 

NOTE: If the feature is configured, the names contained in the Asset field pick list are limited to a selected type of asset (area, equipment, or vehicle).

Location

Detailed location of the asset assigned to the work request (e.g., physical address).

This information is entered in the Location field of the Maintenance Management Work Order

form when you send your work request.

Service

Required field.  Brief description of the service or work to be done. To enter or change a pre-defined service in the field, select one from the Service pick list. The pick list contains the names of existing services. To enter a user-defined service, click the Other link and type in the field.  

 

NOTE: The Priority and Due dates of submitted work requests are determined by the entered Service. The defaults for Web Request are, Priority = "2" and Due date is the date of submission.

Other/List

Clicking this link changes the functionality of the Service field. Click the Other link to enter a user-defined work order service. Click the List link to select a work order service from a list of pre-defined service records.

 

NOTE: The Other link may not be available depending on the options selected by your administrator.

Description

Details or specific instructions for the work request.

 

Reset

Clicking this link resets the form, clearing all fields filled by the user.

Create Request

Clicking this link submits the request to Maintenance Management and creates a new work order.

 

NOTE: If the feature is enabled, clicking the Create Request button also sends an email notification to a predefined email address.

 

NOTE: If the feature is enabled, clicking the Create Request button copies all entered work request information to the Comments field of the new work order.