Difference between revisions of "Step-by-Step Work Requests"
From MyFacilityFitPro_Wiki
(→Add New Work Request) |
(→Add New Work Request) |
||
| Line 21: | Line 21: | ||
|- style="vertical-align:top;" | |- style="vertical-align:top;" | ||
| 4 | | 4 | ||
| − | |'''Contact Information''' - Enter the contact information of the | + | |'''Contact Information''' - Enter the contact information of the customer who needs to be informed of this Work Request. <br /> |
| − | Check the box '''Customer Notification?''' if you want the customer to receive an email notification containing the Work Request details. | + | Check the box '''Customer Notification?''' if you want the customer to receive an email notification containing the Work Request details.<br /> |
| + | 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. | ||
|[[Image:ContactInfo.png|800px]] | |[[Image:ContactInfo.png|800px]] | ||
Revision as of 07:55, 16 March 2016
Add New Work Request
| 1 | Click Add to Create a new Work Request. | 
|
| 2 | Campus - Select a Campus from the drop-down list. | 
|
| 3 | General Information - Make selections from the drop-down lists. Fields outlined in the color Red are required fields. All other fields are optional. The Reference text field can be used to add notes or customer work order numbers, for example. |
|
| 4 | Contact Information - Enter the contact information of the customer who needs to be informed of this Work Request. Check the box Customer Notification? if you want the customer to receive an email notification containing the Work Request details. |
|
| 5 | Assignment - Type key search 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. Enter the name of the Employee being assigned to complete the work. |
|
| 6 | Description - Check the box if Aramark found the issue. Uncheck the box if the customer reported the issue. Type a description of the issue in the Description field. | 
|
| 7 | Asset - Select an Asset that is part of the Work Request. If you added an asset that you don't need remove it with the Delete Asset button. | 
|
| 8 | Add Asset - Search for an Asset or select from the list by clicking the Select button. Only one Asses can be added. | 
|
| 9 | Photos - Attach photos of the issue that needs to be worked on. Add before and after photos. | 
|
| 10 | Save - Click the Save icon to save the request and enter it into the system. | 
|
| 11 | View the new Work Request record from the dashboard. Give the new Work Request number to the requester or record it for future reference. |
|
