Create Request from Map

The Create Request tool allows users to create a request from the map based on an asset.

How To

Create a Request

1. Highlight an asset, or User Point Graphic, in the Data Table

   Note: User Point Graphics are created using the Create Work Point tool.

2. Click the button.
3. If the highlighted asset does not have a Default Work Category, the following popup will appear allowing users to select a category:

   Note: If a User Point Graphic is used, no category is required and this popup will be skipped.

   

4. Only categories that are associated to the highlighted asset will appear.
5. Select a category and click OK. This is required. The request will be created with the highlighted asset attached and the following popup will appear:

   

6. Clicking Attach Document will open up a browse window to let the user select a document to attach to the request.
7. Choose one of the Edit or View options and click OK.
8. Lucity Web or Desktop will open up the request module and go to the new record.