Step-by-Step Work Requests - Revision history

Larson-rodger at 15:14, 19 May 2016

2016-05-19T15:14:18Z

Larson-rodger: /* Add New Work Request */

2016-04-14T19:32:33Z

‎Add New Work Request

Larson-rodger: /* Add New Work Request */

2016-04-14T19:31:51Z

‎Add New Work Request

Larson-rodger: /* Add New Work Request */

2016-04-14T19:31:17Z

‎Add New Work Request

Larson-rodger: /* Add New Work Request */

2016-04-14T13:33:44Z

‎Add New Work Request

Avasands: /* Add New Work Request */

2016-03-18T17:29:32Z

‎Add New Work Request

Avasands: /* Add New Work Request */

2016-03-18T17:28:07Z

‎Add New Work Request

Avasands: /* Add New Work Request */

2016-03-16T16:46:47Z

‎Add New Work Request

Avasands at 16:36, 16 March 2016

2016-03-16T16:36:10Z

Avasands at 16:35, 16 March 2016

2016-03-16T16:35:35Z

@@ Line 49: / Line 49: @@
 |- style="vertical-align:top;"
 |<big>'''<font size="5">6</font>'''</big>
-|'''Description''' - Check the '''Self Identified?''' box if Aramark identified the issue. Uncheck the box if the customer identified the issue.
+|'''Description''' - Check the '''Self Identified?''' box if an employee identified the issue. Uncheck the box if the customer identified the issue.
 Type a detailed description of the issue in the '''Description''' field.<br />

@@ Line 5: / Line 5: @@
 |<big>'''<font size="5">1</font>'''</big>
 |Click the '''Work Requests''' button to open the work requests page.
-[[File:MenuWorkRequests.png|80x80px]]Click '''Add''' to Create a new Work Request.
+[[File:MenuWorkRequests.png|80x80px]]
-<br />
 [[Image:AddWorkOrder.png|300px|left]]

@@ Line 5: / Line 5: @@
 |<big>'''<font size="5">1</font>'''</big>
 |Click the '''Work Requests''' button to open the work requests page.
-[[Image:MenuWorkRequests.png|80px|left]]
+[[File:MenuWorkRequests.png|80x80px]]Click '''Add''' to Create a new Work Request.
 Click '''Add''' to Create a new Work Request.
 <br />

@@ Line 4: / Line 4: @@
 |- style="vertical-align:top;"
 |<big>'''<font size="5">1</font>'''</big>
-| Click '''Add''' to Create a new Work Request.<br />
+|Click the '''Work Requests''' button to open the work requests page.
+[[Image:MenuWorkRequests.png|80px|left]]
-[[Image:AddWorkOrder.png|300px]]
+Click '''Add''' to Create a new Work Request.
 |- style="vertical-align:top;"

@@ Line 3: / Line 3: @@
 |- style="vertical-align:top;"
-| <big>'''1'''</big>
+|<big>'''<font size="5">1</font>'''</big>
 | Click '''Add''' to Create a new Work Request.<br />
@@ Line 9: / Line 9: @@
 |- style="vertical-align:top;"
-| <big>'''2'''</big>
+|<big>'''<font size="5">2</font>'''</big>
 | '''Campus''' - Select a Campus from the drop-down list.<br />
@@ Line 15: / Line 15: @@
 |- style="vertical-align:top;"
-| <big>'''3'''</big>
+|<big>'''<font size="5">3</font>'''</big>
 |'''General Information''' - Make selections from the drop-down lists. Fields outlined in the color Red are required fields. All other fields are optional.
@@ Line 25: / Line 25: @@
 |- style="vertical-align:top;"
-| <big>'''4'''</big>
+|<big>'''<font size="5">4</font>'''</big>
 |'''Contact Information''' - Enter the contact information of the customer who needs to be informed of this Work Request.
@@ Line 35: / Line 35: @@
 |- style="vertical-align:top;"
-| <big>'''5'''</big>
+|<big>'''<font size="5">5</font>'''</big>
 |'''Assignment''' - Type key search word/words in the '''Search space...''' field to automatically populate a selection list to choose from. Alternately, make selections from the fields' '''Building''', '''Floor''' and '''Room''' drop-down lists.
@@ Line 45: / Line 45: @@
 |- style="vertical-align:top;"
-| <big>'''6'''</big>
+|<big>'''<font size="5">6</font>'''</big>
 |'''Description''' - Check the '''Self Identified?''' box if Aramark identified the issue. Uncheck the box if the customer identified the issue.
@@ Line 53: / Line 53: @@
 |- style="vertical-align:top;"
-| <big>'''7'''</big>
+|<big>'''<font size="5">7</font>'''</big>
 |'''Asset''' - Click the '''+ Add Asset''' button to open the list of assets. If you added an asset that you don't need remove it with the '''Delete Asset''' button.<br />
@@ Line 59: / Line 59: @@
 |- style="vertical-align:top;"
-| <big>'''8'''</big>
+|<big>'''<font size="5">8</font>'''</big>
 |'''Add Asset''' - Select the asset that is associated with the Work Request.
@@ Line 69: / Line 69: @@
 |- style="vertical-align:top;"
-| <big>'''9'''</big>
+|<big>'''<font size="5">9</font>'''</big>
 |'''Photos''' - This area is used to insert images on the Work Request i.e., images of the issue that needs to be worked on or before and after images. There are no restrictions on file type or file size.
@@ Line 77: / Line 77: @@
 |- style="vertical-align:top;"
-| <big>'''10'''</big>
+|<big>'''<font size="5">10</font>'''</big>
 |'''Save''' - Click the '''Save''' icon to save the request and enter it into the system. The Work Request will close and you will be returned to the Work Request landing page.
@@ Line 86: / Line 86: @@
 |-style="vertical-align:top;"
-| <big>'''11'''</big>
+|<big>'''<font size="5">11</font>'''</big>
 |View the new '''Work Request''' record from the dashboard. Give the new Work Request number to the requester or record it for future reference.<br />
 [[Image:WorkRequestNumber.png|500px]]
 |}

@@ Line 4: / Line 4: @@
 |- style="vertical-align:top;"
 | <big>'''1'''</big>
-| Click '''Add''' to Create a new Work Request.
+| Click '''Add''' to Create a new Work Request.<br />
 [[Image:AddWorkOrder.png|300px]]
 |- style="vertical-align:top;"
 | <big>'''2'''</big>
-| '''Campus''' - Select a Campus from the drop-down list.
+| '''Campus''' - Select a Campus from the drop-down list.<br />
 [[Image:Campus.png|800px]]
@@ Line 18: / Line 20: @@
 The '''Reference''' text field can be used to add notes or customer work order numbers, for example.
-The '''Department Head''' text field can be used to enter the name of the person who is the head of the department being affected by this Work Request.
+The '''Department Head''' text field can be used to enter the name of the person who is the head of the department being affected by this Work Request.<br />
 [[Image:GeneralInfo.png|800px]]
@@ Line 27: / Line 30: @@
 Check the box '''Customer Notification?''' if you want the customer to receive an email notification containing the Work Request details.
-Select a '''Customer Survey Template''' from the drop-down list to send the customer a survey to complete about their satisfaction with the completed work.
+Select a '''Customer Survey Template''' from the drop-down list to send the customer a survey to complete about their satisfaction with the completed work.<br />
 [[Image:ContactInfo.png|800px]]
@@ Line 50: / Line 54: @@
 |- style="vertical-align:top;"
 | <big>'''7'''</big>
-|'''Asset''' - Click the '''+ Add Asset''' button to open the list of assets. If you added an asset that you don't need remove it with the '''Delete Asset''' button.
+|'''Asset''' - Click the '''+ Add Asset''' button to open the list of assets. If you added an asset that you don't need remove it with the '''Delete Asset''' button.<br />
 [[Image:Asset.png|800px]]
@@ Line 59: / Line 64: @@
 Search for an Asset or select from the list by clicking the '''Select''' button. Only one Asset can be added.
-'''''NOTE:''' If there are more assets that need to be worked on then add a new work Request for each asset.''
+'''''NOTE:''' If there are more assets that need to be worked on then add a new work Request for each asset.''<br />
 [[Image:AddAssetSelected.png|800px]]
@@ Line 66: / Line 72: @@
 |'''Photos''' - This area is used to insert images on the Work Request i.e., images of the issue that needs to be worked on or before and after images. There are no restrictions on file type or file size.
-One or multiple images can be inserted by clicking the '''Add Images''' button. After adding one image, click the '''Add Image''' button again to insert an additional image.
+One or multiple images can be inserted by clicking the '''Add Images''' button. After adding one image, click the '''Add Image''' button again to insert an additional image.<br />
 [[Image:Photos.png|800px]]

@@ Line 71: / Line 71: @@
 |'''Save''' - Click the '''Save''' icon to save the request and enter it into the system. The Work Request will close and you will be returned to the Work Request landing page.
-'''''NOTE:''' To make changes to this Work Request
+<small>'''''NOTE:''' To make changes to this Work Request after it has been saved use the '''Edit''' quick action button to [[Work Functional Area#Quick Actions|Edit a Work Request]]''.
 |[[Image:SaveButton.png|200px]]