The benefit is the coordinator can now correct or change the property assignment on the service request
Tag
Efficiency
More details go to the Work Order when the Work Order is approved
Requesters can provide information regarding the request using the more details field. This field now automatically carries over to the work order upon approval.
Daily Preventive Maintenance can be scheduled for specific days of the week
Benefit: The ability to set a daily schedule enables staff to schedule service that happens only on weekdays with one schedule. It also can be used to setup alternating days schedules and other arrangements.
Configuring Common Requests
Clients can have a dropdown of common requests available to their requesters for the Nature of Request field.
Group Messaging: Filter to show user accounts
Staff and Client Administrators can see which contacts have user accounts and which are contacts only.
Multi-Department Projects
For clients using departments, a client administrator or global staff user can create a global project that has tasks in different departments. Department staff will see a global project in their project list only if the project has a task in their department. Department staff can edit the task and create and view work orders for the task.
Exporting Calendar Events
Requesters and staff users can export Calendar events to Outlook or other formats.
Setting departments for the service request form
Departments need to be set whenever an existing user group is assigned to an additional property.
Create Work Order from Equipment Item
When creating a work order from an equipment item (or subcomponent item), the Department field and the equipment field are locked in. The service location and type designator are automatically filled in based on the equipment item, but can be changed if necessary.
Creating Properties
Work orders assigned to an equipment item can be listed using the view workorders action for an equipment item or a subcomponent equipment item.