The Maintenance Request screen allows users to create new and existing work orders for items inventoried by the Warehouse.
1. From the Warehouse menu, click Maintenance Request.
2. Type the name of the maintenance request in the text box, then click Create.
3. Select the Item from the pull-down. The Items displayed in the pull-down populate from the Warehouse Catalog.
4. Enter the number of Units in the text box.
5. Select the applicable Facility from the pull-down.
6. Ener the Work Order Number in the text box.
7. Enter any applicable Notes in the text box regarding the maintenance request.
8. Select the Technician who you'd like to address your maintenance request. Technicians are set up via Warehouse > General and/or Internal General.
The Average Unit Price defaults based on the Item selected.
The Total Price is automatically calculated based on the Item selected and the number of Units entered.
9. Press Enter to save the entry.
10. Add as many maintenance request items as needed using the bottom row.
11. Attach any necessary Files to the maintenance request.
As indicated in the Files section, drag files directly into the box to attach documents or click the Select button to browse for files.
Click the Scan File button for direct scanning; this will prompt you to download Dynamsoft. This is a one-time download that allows you to attach files directly from your scanner. In doing so, you will bypass saving the file to your computer first.
12. Add any necessary Comments. Type the comment in the text box, then click Post.
13. Click Submit.
Once submitted, your request can be viewed from the Request History tab.
1. From the Warehouse menu, click Maintenance Request.
2. From the Drafts tab, scroll down to the Existing Drafts section for all maintenance requests started but not submitted.
3. To delete an existing draft, click the delete button (red minus sign).
4. To edit the title of a draft, click the Name field of the corresponding maintenance request, and change the title as needed.
5. Click View to open the draft in the View Maintenance Request tab. For more information about creating maintenance requests, see Creating Maintenance Requests.
1. From the Warehouse menu, click Maintenance Request.
2. Click the Request History tab.
3. To view specific maintenance requests by facilities, item, etc., use the filters.
a. Select the applicable Facilities from the pull-down.
b. Select the Items from the pull-down.
c. Enter a specific Work Order number in the text box to view request history by work order.
d. Enter a Date Range (a start date and an end date) in the two text boxes to search for request history over the specified timeframe.
e. Select the applicable Technicians to filter the report by the technician assigned to the maintenance request.
4. Click Run Report.
The Request History tab displays the Name of the maintenance request, the date Created, the date Finalized, the Requester, the Item, the number of Units, the Facility, the Work Order number, Notes, the Technician, the Price/unit (price per unit), and the Total.
5. Click the Name to open and view the maintenance request.
6. Click the Item to view item details in the warehouse Catalog.
Use the Filter text box located in select pull-downs to quickly find a selection. Begin typing the name or number of the data in question in the Filter text box to pull it to the beginning of the list.
Click the Filters button to filter data and apply filter rules.
a. To add more than one filter to a column, click on the green plus sign.
b. To delete an added filter, click on the red minus sign.
c. Select the gray arrow for additional filtering rules.
You can also sort data by clicking on any of the headers. Click once for ascending results; click twice for descending results.
Click the Excel icon in the Export section to export the table of data to an Excel spreadsheet, which can then be saved to your computer.
Click the Printer icon to print the table of data.
Click the Page Size to edit the number of results displayed at a time, which defaults to 7 records.
You have the ability to save your report before or after running the report. Click the floppy disk icon to name and save your report.
a. Name the report and click Save.
b. Click the Trash Can icon to delete saved reports.
c. To edit a Report Name after saving, select the report, then click the Blue Arrow next to the Trash Can.
d. In order to generate a saved report, from the Request History screen, select the saved report from the pull-down; your report will generate automatically. Note: Saving your report will not save any filters applied after the report has been generated.
