Work Order Requests BP - Purpose
A Work Order Request is automatically generated in the Company Workspace once a Service Request is submitted from the portal interface.
Work Order Requests BP - Lev
Company
Work Order Requests BP - Type
Simple
Work Order Requests BP - Workflow
Work Order Requests BP - View
Company Workspace > Facilities Help Desk node
Or
Navigate to the Shell and view the BP from the Shell Log.
Work Order Requests BP - Template
Company Workspace > Admin mode > Templates > Shells > Buildings > MASTER OFFICE BUILDING TEMPLATE > Setup > Business Process > Work Order Requests
Work Order Requests BP - Routing
To route a Work Order Request:
- Navigate to the Company Workspace. Ensure that you are in the User mode.
- From the User mode, select Tasks.
- From the Tasks log:
- Select the task you want to work with, and click
> Open. You can also double-click on a task to open it.
The view-only form displays all fields on the record.
- The Upper Form contains project information, including the record number and title.
- Select the task you want to work with, and click
- The Task Details section displays who sent the record, who can take action on the record, who was copied on the record, the step to which the record was sent, the task due date, the task status, and in Classic View, any task notes. Review the record.
- If you need clarification, enter your comments to the service requester.
- From the Workflow Actions drop-down menu, select from one of the following actions:
- Issue Work Order for Site Issue or Issue Work Order for Building Issue: A Corrective Work Order record is auto created for the specified site or building
- Reject and Close: The record is closed.
- Request Clarification: The record is sent to the initial service requester for more information.
- Click Send.