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:
list of request types is displayed;
the "Create" button.
The request types are divided in 3 main sections:
WO. Automatically generated when the request is created.
without an asset. Allows to create a request without an asset.
by the requester is mandatory. The requester, the person who recorded the
request, is required to close it.
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)
priority level is now mandatory, that will be the Priority level
associated to the generated work order.
workshop is now mandatory, that will be the workshop associated to the
generated work order.
order type, which will be the work order type associated to the generated
work order.* Mandatory when the option Generate WO is active.
Plan, which will be the Maintenance Plan associated to the Work Order.
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.
text, it can be the detailed description of the request type.
not possible to create a request type with the option "Generates WO"
and "Create without an asset".
How to create a contract type?
To create a new Contract Type, select the option Settings | Contracts | Contract Types: The list Contract Types will be displayed; Press the "Create" button; When creating and editing Contract Types, you must consider: i.The first Contract Type to be ...
How do I create the work order type?
Work order types allow you to classify the work orders and to apply specific behaviors after being configured. To create a of work order type, select the option Settings | Work | Work Order Types: The list of work order types will be displayed; Press ...
How to create a work order to a request?
Through requests, an organization's employees can request maintenance actions on equipment, tools or locations. These maintenance requests, usually referred to as HelpDesk requests, allow the maintenance teams to respond to different requests by ...
How to configure the request workflow?
The state flow for requests can be changed to be in line with the organization's working method. To create or change the new state configurations, you must access Definitions | Requests | Workflow The state list is presented; To create new states, ...
How to create email templates?
The notifications need one or more email templates associated. To create a new Email Template, select the option Definitions | System | Email Templates: The email templates list is presented Press "Create" On the email body, you can add tags that ...