Work Functional Area

Description

The Work Functional Area contains all of the information and actions necessary to manage work requests for your facility. From this area, you can create new work requests, update status on existing work requests, and complete the work request when done. You will also find the appropriate actions for scheduling and generating work requests. The following image is the Work Request button that takes you to the Work Requests landing page.

Click on the Work Request button to go to the Work Requests landing page.

Work Requests Landing Page

Click on the Work Request button to go to the Work Functional Area landing page.

A. Metrics

• Work Request Assignment - the employees with the highest number of assigned work requests in the last 30 days.

• PM LS Completion % - the percent of Preventive Maintenance Life Safety work requests completed last month.

• PM Non LS Completion % - the percent of Non Life Safety Preventive Maintenance work requests completed last month.

B. List Display - Lists the Work Requests as selected in the Filtering section

C. Filtering - Filters the work requests by the parameters selected.

D. Actions

E. Quick Actions

Work Request Page Details

1. Work Request Dropdown - View Work Requests
2. Work Requests Controls (Edit, Assign, Update Status, Print Preview)
3. Add New Work Request
4. Schedule Work Request
5. Mass Update work Requests
6. Call Center
7. Print Work Requests
8. Go-To Page controls/# items
9. Dispatch Work Request
10. Search Work Requests

Step-by-Step Help

Actions

Help Page	Button	Description
Add New Work Request		Add (Also found on Work Requests dropdown)- Create a new work request
Generate Monthly Work Requests		Generate - Generate the monthly PMs (preventive maintenance) work requests that need to be done based on Asset maintenance schedule
Mass Update Multiple Work Requests		Mass Update (Also found on Work Requests dropdown) - Quickly change a large set of work requests to new data
Call Center		Call Center - Create or search for a Work Request, a Bed Cleaning or a Transport Note: In Dispatch screen, same icon is used for View Work Requests Roster (see Dispatch)
Print		Print - Preview Work Requests. Print to paper or export to a file.
Delete Work Request		Delete (Found on Edit screen) - Delete a work request from the system. Note: Deletions cannot be undone
Dispatch		Dispatch (Only found on Work Requests dropdown) - Edit Work Requests to assign to an employee. Schedule Dispatch and update status. See which employees have been assigned using the View Work Requests Roster.

Quick Actions

Help Page	Button	Description
Update Status of Work Request		Update Status - Update the status of a work request. This is how you will record work that an employee does on a work request each day, including completing the work request when done.
Assign a Work Request		Assign - Assign an employee to a work request or change the assigned employee
Edit a Work Request		Edit - Brings up the full details of the work request on a new page and allows you to edit any and all fields of the work request.
Preview a Work Request		Print Preview - Shows a print preview of the work request that can then be printed and handed to an employee

List Display

Your top 5 open work requests will be displayed sorted with the most recent on top. The list shows the following fields:

Work Request Number	The date and type of the work request
@ - The location of the work	Priority - The Priority of the work request
Desc- The description of the work request	Status - The current, most recent status of the work
Asset - If an Asset is attached, the asset number and common name will show here	Employee - The Employee in Charge

The icons indicate the current status:

	Open		In Progress
	Completed		Cancelled

Filtering

Finding work requests can be done in a handful of ways. First, there are 6 quick searches provided as shown. These include:

All Open - Shows all open (not completed and not cancelled) work requests in the system Open Corrective - Shows the same as All Open but limited to corrective work requests Open Preventive - Shows the same as All Open but limited to preventive work requests Urgent - Show all open work requests that have been marked as Urgent priority My Assignments - Shows all work requests that are assigned to the user that is currently logged in Unassigned - Shows all work requests that have not yet been assigned for work

Campus - If you have multiple campuses available to you this will allow you to select a specific one. If you only have one campus available, you will not see this option Request Date (From/To) - Specifies the request data range to view. See Date Range Filtering for more information Building - Allows you to select a specific building to view. Note: This is only available once you have selected a campus or if you only have security rights to one campus Employee - Selects the Employee in Charge of the work request Work Request Type - Selects a specific type to view Status - Selects a specific work request status to view Link Group - Selects only work requests that have an Asset assigned from a specific Link Group

Related Areas

• Assets
• Employees
• Managing Link Groups
• List of available Work Request Reports