Requests

Work-Related Fields

The following Asset fields are related to Requests.

The following asset fields are related to Work Orders, PMs and/or Requests:

Default WO Cat ***

Lets users establish a default Category for the Asset. When a Work Order is created for the Asset, the default Category and related asset information are imported into the new Work Order record. Multiple Categories are available in the pick-list.

More Information about Default Work Category

No WO/PM/REQ ***

When enabled, users cannot create Work Orders, PMs, or Requests for that Asset. The Asset also no longer appears in the selection dialog boxes for WO/PM/Request modules. This function is useful for assets that are logged in Lucity, but have been retired.

Account #

Indicates the reference number of the general account to be billed for any work done on the asset. The system can be configured to handle account numbers in various formats. The format dictates how users complete this field. More information about Account Number formats

  • Automatically populates the Account # on work orders to which the asset is added, if the work order's Account # field is empty.

Proj No - Acct

Indicates the reference number for a specific project account to be billed forany work done on the asset. The system can be configured to handle project account numbers in various formats. The format dictates how users complete this field. More information about Project Account Number formats

  • Automatically populates the Proj No -Account # on work orders to which the asset is added, if the work order's Proj No -Account # field is empty.

Maintenance Zone *

Enables agencies to group Assets based on a location. The Maintenance Zone value is then carried over to the Work Order, where it can be used to automatically assign a Supervisor.

This field is most easily populated through GIS.

More information about Maintenance Zones

Alternate Zone *

Enables users to group Assets based on a secondary location parameter of an agency's choosing. The Alternate Zone is then carried over to the Work Order.

This field is most easily populated through GIS.

More information about Maintenance Zones

WO Comment *

Enables user to include information relevant to working on the asset. Information that a user enters here is copied to the Work Order > Asset > Asset Comment field.

Last WO Task

Displays the last date that asset was included on a work order.

More information about how this is automatically updated

* Applies to PMs.
* Applies to Requests.
* Applies to Work Orders.

 

Request Record Grid

Each Inventory record can display a grid of Request records from the Work Request module that are related to the Asset.

request grid

folder Using Grids >> Android Screenshot Grid Tools>> Android Screenshot Editable Grids>> Web_edit Using Forms >>

 

How to Create a Request