How to create a request type?
After being configured, the request types allow you to classify
requests and apply specific behaviors. To create a request type, select the
option Settings | Requests | Request Types:
- The
list of request types is displayed;
- Press
the "Create" button.
The request types are divided in 3 main sections:
i.Main settings
- Generate
WO. Automatically generated when the request is created.
- Create
without an asset. Allows to create a request without an asset.
- Closing
by the requester is mandatory. The requester, the person who recorded the
request, is required to close it.
- By
default. Option that allows a default request, which will be suggested
when creating the request.
ii.Default values (when the checkmark Generates WO is activated)
- The
priority level is now mandatory, that will be the Priority level
associated to the generated work order.
- The
workshop is now mandatory, that will be the workshop associated to the
generated work order.
- Work
order type, which will be the work order type associated to the generated
work order.* Mandatory when the option Generate WO is active.
- Maintenance
Plan, which will be the Maintenance Plan associated to the Work Order.
- The
observation template is a template that contains information the user
must fill in and it will be suggested on the request observations,
according with the type of request selected.
iii.Remarks
- Free
text, it can be the detailed description of the request type.
It's
not possible to create a request type with the option "Generates WO"
and "Create without an asset".
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