At the top of the module window you will see header data. This data remains at the top of your screen as you use the tabs to navigate through the record. The header fields are described in the table below:
Field Name |
Definition |
Request # |
When a request is saved, the system automatically enters a Request # in this field. This number allows you to track the request. The request number format is setup in Work Options. |
Status |
This field is automatically populated when a new request is created. This code-description pick list features two parts: the number code and the status description. You can create your own status codes using any combination of numbers (up to three digits) that are not already in use; however, these codes will not be automatically populated in the Status Field. A few commonly used status codes are pre-defined for you. Some of these codes may be auto-populated depending on the associated work order(s) status. See the Status Code-Description table below for more details. Note: Any status code greater than or equal to 952 is considered completed. |
Status Date |
This field is automatically populated with the date and time the request was entered. Date and time are based on your workstation's calendar and clock and will not appear in the field until you have saved the record. You can modify the date field by clicking the drop-down menu and selecting another date from the calendar. Note: You must be in Edit Mode to modify data. |
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Status Code-Description |
Functionality |
1 = New Request |
When you create a new request, the number code 1 New Request is automatically populated in the Status field upon saving the request. |
941 = WO On Hold |
When you select this status for a work order, the status of all associated requests will automatically be updated to match (941 On Hold). However, if other work orders with different statuses are also associated with the request, the request status will not change. |
951 = WO Canceled >952 = Closed/Complete |
If you have the 'Auto Update Req Status when WO complete' option (in Work Options) turned on, then whenever you close or cancel a work order, any associated requests will automatically be closed as well. However, if other work orders with different statuses are also associated with the request(s), you will be prompted to close the request(s) or leave it open. If you have the 'Auto Update Req Status when WO complete' option turned off, then whenever you close or cancel a work order, you will be prompted to close the associated request(s) or leave it open. |
Important: Work request numbers are automatically generated based on your computer's system clock. Each number begins with the year the request was entered; therefore, you'll want to be sure that all requests for the current year are entered prior to year-end. Otherwise, those request numbers will begin with the new year. It is not mandatory that you enter Requests in the year they were requisitioned; however, resetting the system clock to the previous year will have serious negative consequences for the Work system. Do not manually change your system clock.