Work requests enable you - or your clients or staff - to request "Unplanned" tasks or report "Alarm" conditions on equipment. Once these requests have been submitted, administrators can go in and review the work requests. They can assign the work request to a work order or cancel the request. Work request submitters can check the status of requests they submitted using the "Check Work Status" link in the "Tools" section on the Home page.
To receive emailed work requests you should turn on emailed work requests in the System Configuration and periodically run the Email Processing function to receive the email and create/ update work requests.
Instructions
1. Complete the form (see below) and click Save.
(Alternatively, click Cancel to abandon your changes.)
2. Select the Email Requester button to send an email to the person who made this request so that you can collect additional information if needed. You can save your changes by selecting the Save button. Selecting the Cancel button discards all changes. The Delete button will delete the work request (after asking you for confirmation!).
Listing
•Status: When first submitted the work request status will be "Requested". You can change it to "Canceled" to cancel the request or "Assigned" to assign it to a work order. Once you change the status to "Assigned" the screen changes and it shows a "Work Order #" field, an Edit button, a Browse button and a Create button. You can enter a work order number in the "Work Order #" field (use the Browse button to search for the work order if you need to) or click on the Create button to create a new work order from this work request. If you have a work order number in the "Work Order #" field you can click on the Edit button to go straight to the work order and modify it if needed. Remember to make any changes to the work request before you assign it so that your changes are carried over to the work order!
•Unplanned Task/ Alarm: The work request can be a request for a specific unplanned task to be done on an equipment/ at a location OR to report an alarm condition. Reporting an alarm condition will schedule all tasks whose frequency is set to this alarm condition.
•Equipment/Location: Limit the list of possible tasks by specific equipment/ location.
•Task OR Alarm: Select the unplanned task you want to create a work order for OR select the alarm condition to report.
TIP: It speeds up data entry if you've already created several "Unplanned" tasks for common breakdowns/ requests on different equipment or locations.
•Reason: Reason for the work request.
•For Date: The date the task work order should be scheduled OR if an alarm condition the date the alarm is being reported for.
•Email & Phone: Enter the requester's contact information. The email address will be used to send alerts and updates when changes are made to this work request.
•Work Order Comments/Special Instructions: Any additional instructions or comments.