The Customer Search is designed to search through customer records, address records, and requests to help locate them in the map. It can search based on name, address, or phone number. This allows for a quick lookup, address locate, or request creation.
After searching for a customer users can create a request.
Check whether the address is the Requestor Address, or the Location of Problem address, or both.
Click the Create Request button.
The information currently in the Search Criteria fields will be included on the request.
A create Request grid will appear
Populate the fields in the grid.
Additional fields can be configured so they also appear in the grid. Each row in the grid represents a separate work request record. Refer to the Default Fields Setup tool available on the Lucity Toolbar in ArcCatalog for more information.
It is strongly recommended to populate the CategoryCode column first. This is due to the fact that other columns may populate automatically based upon the category chosen.
To assign the same value to multiple rows, select the desired rows by holding down the Shift key, then while still holding the Shift or Ctrl key click in the field to update and set the value. After updating the cell click on another cell for the grid to be refreshed and show the updated values.
Note: The grid automatically detects data type errors after another cell is selected. If the entered value is not valid a message similar to the following will appear:
Work flow setup columns will be followed by a white button. Clicking the button will open a popup list of selectable values. Select the appropriate item from the list. If the user has permission, the Show All button will be enabled allowing them to toggle between seeing just the items associated to the category or all items in the system.
If desired check the box for "Export the current map display and attach it to the request(s)" to create and attach a pdf of the current map extent to each request.
After filling out all of the required fields, submit the request. There are several submission options:
Submit and View in Desktop: This option will submit the work order or PM template and automatically open them up in desktop application. The first record will be opened in edit mode.
Submit and View in the Web: This option will submit the work order or PM template and automatically open them up in the Web application.
Submit Only: This option will submit the work order or PM template, but Lucity will not be opened.
Cancel: This will cancel the work order or PM template.
How To Locate a Customer or Address
button on the Lucity Analyst toolbar. The following popup will appear. (By default it will be pinned to the left side of the screen.)
