Requests

The Requests module allows you to log customer complaints or requests that require work to be performed. A request stores contact data about the requester as well as information about the problem being reported. This module tracks all requests and their respective work orders. It allows you to automatically populate data into work orders or other new requests, and it notifies you of any duplicate requests. Automatic customer and other notifications are generated from this module as well.

Note: Once you have saved a request in the Request module, you can generate a work order by clicking the work order button on the module toolbar.  

Module Toolbar

toolbar

More information about the tools available in this module

Note: To view an explanation of any field, Ctrl + right click in that field.

 

To access the Requests module, select Work > Requests and the following window will appear.

Requests

In This Section

Requests Header Data

Customer Tab

Request Tab

Scripts Tab

Department/Utility Locates Tab

WO Custom tab

Notifications Tab

Requesters Tab

Tracking Tab

Custom Tab(s)

Comments Tab

Toolkit Functions

Work Request Notifications

How to Create a Request

Linking Requests and WOs