Open the Requests List window.

Request Worksheet

The Requests Worksheet allows you to quickly access and act upon your maintenance Requests. Four groupings of filters are provided so that you can control what Requests show on the Worksheet.

Requests that have not had a Work Order generated for them are considered Open. Therefore, the first grouping of filters allows you to see Open Requests or All Requests. Next, you may control the Requests you see by the type of Work Order that has been generated to service the Request. You may choose Planned, Released or Finished. The Creation group of filters is provided to allow you to focus on a Date or a specific User. Finally filters are provided for Region, Facility, Area and Line.

Request Worksheet

No. – The number assigned to the Request.

Description – Description from the Request Card.

Locked – Indicates if the Request (1) is Lock or Unlocked (0). When Locked, a Work Request may only be changed by someone with authority to access the Request Worksheet.

Needed By Date – The date the user requests work be completed.

Created By – The user identification of the person creating the Request.

Creation Date – The date the Request was created.

Work Order Type – If a Work Order has been created in response to the Request, this field will show the type of Work Order that was created.

Work Order No. – If a Work Order has been created in response to the Request, this drilldown capable field will show the number of the Work Order that was created.

Priority – Priority from the Request Card.

Reason Code – Reason Code from the Request Card.

Region – Region from the Request Form.

Facility – Facility from the Request Form.

Area – Area from the Request Form.

Line – Line from the Request Form.

Work Code – Work Code from the Request Card.

Order Type – Order Type from the Request Card.

Maintenance Type – Maintenance Type from the Request Card.

Problem Code – Problem Code from the Request Card.

Equipment ID – Equipment ID from the Request Card.

Status – Status from the Request Card.

Request Button

The Request button may be used to view the Request Card. Found under the Functions button, you may Lock, Unlock, Print the Work Request or Create a Work Order from the Request.

Locking a Request will prevent the creator of the Request from making any changes to the request. Unlocking the Request may only be accomplished from the Request Worksheet or the Request Card accessed from the Request Worksheet.

Functions Button

If you use the Create Work Order option, the Work Order will be created with the information from the Request. After the Work Order is created, the Work Order may be updated with additional information as needed.

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See Also