Requests
Requester CMMS - Periodic Synchronization
Periodic synchronization allows you to set the desired time interval for the execution of the automatic synchronization of the information logged in the application. This way, you don't need to use manual synchronization. To activate periodic data ...
Mobile Requests -How to change a request that has already been synchronized to Web CMMS?
On the Requests that have already been synchronized to Web CMMS, it is only possible to perform the following changes: Details tab - viewing request/workflow state transitions. Remarks tab - changing remarks. Attachments tab - adding attachments. To ...
Mobile Requests - How to view and track follow-ups?
To access the Request follow-ups, follow these steps: Access Menu | Requests On the request list, select the request for which you wish to view the follow-ups; Access the Follow-up tab on the lower part of the screen. On the screen, you can see the ...
Mobile Requests - How to set up Valuekeep requests?
The Valuekeep Request configuration can be performed using the login screen or using the application menu (Menu → Configurations). The configurations are defined in the following areas: i.Base configurations i.Language – by default, the app uses the ...
Mobile Requests - How to associate an attachment to a request?
To associate an attachment to a request, follow these steps: i.On the screen for editing or creating a Request, press the "Attachments" tab" ii.On the top right corner, press the "+" symbol. A window with the "Photo" or "Files" options will be ...
Mobile Requests - How to view and track follow-ups?
To access the Request follow-ups, follow these steps: 1. Access Menu | Requests 2. On the request list, select the request for which you wish to view the follow-ups; 3. Access the Follow-up tab on the lower part of the screen. 4. On ...
Mobile Requests – How to explore the requests?
The Requests can be viewed using the following options: i.Requests List – allows the Requester to view the state Requests you created, as well as view the Requests created on the device and that have not been synchronized yet. ii.Dashboard – allows ...
Mobile Requests - Error handling
On the Mobile Requests app, it is possible to handle errors and check the errors that occurred during the synchronization. To see the error list, you must access the menu and select the option Synchronize. On that screen, you can see the errors by ...
Mobile Requests -How to change a request that has already been synchronized to Web CMMS?
On the Requests that have already been synchronized to Web CMMS, it is only possible to perform the following changes: i.Details tab - the request/workflow state transitions. ii.Remarks tab - change remarks. iii.Attachments tab - adding attachments. ...
Mobile Requests – How to explore the Requests?
The Requests can be viewed using the following options: Request list – Allows the requester to view the state Requests you created, as well as view the Requests created on the device and that have not been synchronized yet.You can filter this list on ...
Mobile Requests - How to create a Request?
Through requests, an organization's employees can request maintenance actions on assets (locations, equipment, tools). To create a Request, follow these steps: On the menu, select the option "New Request"; The request creation screen is presented; ...
Mobile Requests -How to change a Request that hasn't been synchronized to Web CMMS?
You can only change the Requests that have not been synchronized yet in draft. To change data in a work order, follow these steps: On the Dashboard, select the option "Requests" or select the option "Requests" on the menu. From the list of Requests, ...
Mobile Requests - How to change the Request state?
To change the state of a Request, follow these steps: On the Dashboard, select the option "Requests" or select the option "Requests" on the menu. On the Requests list, select the request you wish to change; On the request view, select the state. The ...
Mobile Requests -How to change a Request that has already been synchronized to Web CMMS?
On the Requests that have already been synchronized to Web CMMS, it is only possible to perform the following changes: Details tab - change the request state. Remarks tab - change the remarks, given that the request state allows it. Attachments tab - ...