Creating a Service Request Using PeopleSoft Fluid User Interface

This section discusses creating Service Requests and updating Service Requests using the fluid user interface.

PeopleTools documentation regarding the PeopleSoft Fluid User Interface includes:

  • PeopleTools: Fluid User Interface Developer’s Guide.

  • PeopleTools: Applications User's Guide, Working With PeopleSoft Fluid User Interface.

Click to watch a short video about PeopleSoft Fluid User Interface - Getting Started.

Page Name

Definition Name

Usage

My Requests Page

WM_MY_REQUESTS_FL

View list of requests entered by a requester.

Service Request — Requester Page

WM_WR_BY_WIZ_FL

WM_WR_FOR_WIZ_FL

View the requester’s contact information that is Requested By and Requested For information.

Service Request — Problem Type Page

WM_WR_TYPE_WIZ_FL

Select the type of problem.

Service Request — Request Details Page

WM_WR_DTL_WIZ_FL

Enter the request details.

Service Request — Submit Page

WM_WR_SUM_WIZ_FL

Review request details and submit the service request.

Use the My Requests page (WM_MY_REQUESTS_FL) to view list of requests entered by a requester. Select any row in the list to view the particular service request details.

Image: My Requests Page on a Tablet

This example illustrates the fields and controls on the My Requests Page on a Tablet. You can find definitions for the fields and controls later on this page.

My Requests Page on a Tablet

Image: My Requests Page (1 of 2) on a Phone

This example illustrates the fields and controls on the My Requests Page (1 of 2) on a Phone. You can find definitions for the fields and controls later on this page.

My Requests Page on a Phone

Image: My Requests Page (2 of 2) on a Phone

This example illustrates the fields and controls on the My Requests Page (2 of 2) on a Phone. You can find definitions for the fields and controls later on this page.

My Requests Page (2 of 2) on a Phone

Field or Control

Definition

Actions List button

Select to see a list of available actions for the current window. Access pages to personalize window content or sign out.

Add Service Requests

Select to access the Service Request page where user can create a new service request.

Use the Service Request — Requester page (WM_WR_BY_WIZ_FL) to view the requester’s contact information.

Image: Service Request - Requester Page on a Tablet

This example illustrates the fields and controls on the Service Request - Requester Page on a Tablet. You can find definitions for the fields and controls later on this page.

Service Request - Requester Page - Tablet

Image: Service Request - Requester Page on a Phone

This example illustrates the fields and controls on the Service Request - Requester Page on a Phone. You can find definitions for the fields and controls later on this page.

Service Request - Requester Page - Phone

Field or Control

Definition

Cancel

Select to return to the My Requests page. On clicking this button a message will pop-up asking if the user wants to cancel the service request or not.

Next

Select to navigate to the next page.

Is request for someone else?

Swipe to choose between Yes or No option.

Contract Preference

Select to choose suitable option from the drop—down list. Available options are:

  • Do Not Contact

  • E-mail

  • Phone

Alternate E-mail address or Phone number for this request only

Select to enter alternate E-mail address or Phone number.

Use the Service Request — Problem Type page (WM_WR_TYPE_WIZ_FL) to select the type of problem. Based on the type of problem selected a series of pages will be displayed for the user to further narrow down the type of problem.

Image: Service Request - Problem Type Page on a Tablet

This example illustrates the fields and controls on the Service Request - Problem Type Page on a Tablet. You can find definitions for the fields and controls later on this page.

Service Request - Problem Type Page - Tablet

Image: Service Request - Problem Type Page (1 of 4) on a Phone

This example illustrates the fields and controls on the Service Request - Problem Type Page on a Phone. You can find definitions for the fields and controls later on this page.

Service Request - Problem Type Page (1 of 4) - Phone

Image: Service Request - Problem Type Page (2 of 4) on a Phone

This example illustrates the fields and controls on the Service Request - Problem Type Page (2 of 4) on a Phone. You can find definitions for the fields and controls later on this page.

Service Request - Problem Type Page (2 of 4) - Phone

Image: Service Request - Problem Type Page (3 of 4) on a Phone

This example illustrates the fields and controls on the Service Request - Problem Type Page (3 of 4) on a Phone. You can find definitions for the fields and controls later on this page.

Service Request - Problem Type Page (3 of 4) - Phone

Field or Control

Definition

Previous

Select to return to the previous page.

Problem Type

Select the appropriate Problem Type. Based on the type of problem selected a series of pages will be displayed where the user can select options to further narrow down the type of problem.

Supplemental Questionnaire

Use the Supplemental Questionnaire page (WM_WR_SD_WIZ_FL) to specify supplemental data. This page appears only if supplemental data fields exists for the type of problem chosen.

Image: Service Request - Problem Type Page (4 of 4) on a Phone

This example illustrates the fields and controls on the Service Request - Problem Type Page (4 of 4) on a Phone. You can find definitions for the fields and controls later on this page.

Service Request - Problem Type Page (4 of 4) - Phone

Field or Control

Definition

Supplemental Questionnaire

Enter Supplemental data.

Use the Service Request — Request Details page (WM_WR_DTL_WIZ_FL) to enter the request details. Based on the type of problem selected the request details will be populated.

Image: Service Request - Request Details Page on a Tablet

This example illustrates the fields and controls on the Service Request - Request Details Page on a Tablet. You can find definitions for the fields and controls later on this page.

Service Request - Request Details Page - Tablet

Image: Service Request - Request Details Page on a Phone

This example illustrates the fields and controls on the Service Request - Request Details Page on a Phone. You can find definitions for the fields and controls later on this page.

Service Request - Request Details Page - Phone

Field or Control

Definition

Service Center

Displays the location from where the service request was routed. This value defaults from the user preferences or the business unit.

Date Required

Enter the date for the request to be completed.

Subject

Enter the request detail in brief.

Description

Enter the request in detail.

Serial ID

Enter Serial ID or select from the search result.

Asset Location

Enter Asset Location or select from the search result.

Add Attachment

Select to add attachment to the request detail. Any number of attachments can be added.

Asset Search Page

Use the Asset Search page (WM_ASSET_SRCH_FL) to search asset information.

Access this page by clicking the Serial ID prompt. Serial ID field appears as part of the request details for certain type of service request such as Fleet.

Image: Asset Search Page (1 of 2) on a Tablet

This example illustrates the fields and controls on the Asset Search Page (1 of 2) on a Tablet. You can find definitions for the fields and controls later on this page.

Asset Search Page 1 - Tablet

Image: Asset Search Page (2 of 2) on a Tablet

This example illustrates the fields and controls on the Asset Search Page (2 of 2) on a Tablet. You can find definitions for the fields and controls later on this page.

Asset Search Page - Tablet

Image: Asset Search Page on a Phone

This example illustrates the fields and controls on the Asset Search Page on a Phone. You can find definitions for the fields and controls later on this page.

Asset Search Page - Phone

Field or Control

Definition

Tag Number

Enter tag number to search for assets in the asset repository.

As part of the search criteria Tag Number, Serial ID and Asset ID are identifiers used for searching assets.

Cancel

Click to cancel the asset search and return to the Service Request page.

Search

Click to search assets based on the search criteria specified. Asset information matching the search criteria will be displayed. Select any row in the search result to select that particular data for the Serial ID.

Use the Service Request — Submit page (WM_WR_SUM_WIZ_FL) to review request details and submit the service request.

Image: Service Request - Submit Page on a Tablet

This example illustrates the fields and controls on the Service Request - Submit Page on a Tablet. You can find definitions for the fields and controls later on this page.

Service Request - Submit Page - Tablet

Image: Service Request - Submit Page on a Phone

This example illustrates the fields and controls on the Service Request - Submit Page on a Phone. You can find definitions for the fields and controls later on this page.

Service Request - Submit Page - Phone

Field or Control

Definition

Finish

Click to submit the service request.

Service Request — Review/Update Page

Requester can use this page to review and update service request information that has already been submitted and in pending status.

Service requests that have been submitted can be viewed on the My Requests page.

Image: Service Request — Review/Update Page on a Tablet

This example illustrates the fields and controls on the Service Request — Review/Update Page on a Tablet. You can find definitions for the fields and controls later on this page.

Service Request - Review/Update Page - Tablet

Image: Service Request — Review/Update Page on a Phone

This example illustrates the fields and controls on the Service Request — Review/Update Page on a Phone. You can find definitions for the fields and controls later on this page.

Service Request - Review/Update Page - Phone

Field or Control

Definition

Supplemental Data

Displays supplemental data if it exists for the service request.

Notes

Enter any notes or special instructions that apply to the service request.

The system keeps a history of any events that transpire between the agent and the requester, and it also keeps a record of any communication between the technician and the requester through the Notes. However in the fluid user interface you cannot reply to notes that were added while creating a work order or work order task. Hence the Reply button will be disabled for WO Header and WO Task notes. Only notes added to the service requests can be responded by the requester.

Post Note

Select to save the entered note in the database.

Cancel

Click to return to the My Requests page without saving the changes.

Save

Click to save the changes and return to the My Requests page.

Navigation collections are sets of links that support the users' ability to perform key business processes in a services organization. This navigation collection enables users to access frequently used components from one location. System administrators can modify a Navigation Collection to include links to any component or page in the Financials database.

Image: Maintenance Management Tile

This example illustrates the fields and controls on the Maintenance Management Tile.

Maintenance Management tile

Click the Maintenance Management tile on the Fluid home page to access a collection of frequently used setup and Maintenance Management related components.

Image: Maintenance Management Navigation Collection

This example illustrates the fields and controls on the Maintenance Management Navigation Collection.

Maintenance Management Nav Collection

The left panel of this page lists all the components in the following categories:

  • My Equipment Hierarchy

  • My Service Requests

  • My Work Orders

  • My Preventive Maintenance

  • My PM Projections

  • My Maintenance Mgmt Analysis

  • Default Work Order Accounting

  • Inventory Replenishment

  • MM Workcenter

The right panel displays the component selected in the left panel.

Administrators can edit the categories displayed in the navigation collection by accessing the Structure and Content page (Navigation: PeopleTools, Portal, Structure and Content, Portal Objects, Navigation Collections, Maintenance Management).