The View Work Request Locations tool allows users to view work order locations in ArcMap. Once the work request locations have been added to the map the tool also offers the ability to view and edit work requests and view a work request report. This tool is effective for any request that has an address, an X/Y Coordinate (location tab in work orders), or assets assigned to the work request.
Note: The inventory feature classes do not need to be in the map prior to using this tool.
Click on the View Work Request Locations tool . A dialog will appear to filter down which requests to display.
Choose a search option
Date and Category(ies)- This option will search for all requests where the category is in the list specified and the start date is between the dates specified.
Work Request Filter- This option will search for all requests that meet the filter criteria specified.
Work Request Filter and Dates- This option will search for all requests that meet the criteria specified in the filter AND has a request start date between the dates specified.
Depending on the chosen option the form will expand and display either a list of categories or a list of filters. Select the desired category or filter.
To view work requests from one category only, expand the category tree on the right hand side and select a category. For the current version of the software, selecting a category will only show requests assigned to that specific category, not all categories beneath that category.
To show requests from all categories, check the "All Categories" checkbox.
Note: If a category is not selected, the system automatically queries all categories
Spatial Filter Option - This option allows users to specify a specific area to view requests in.
None - All requests specified by the previous category/dates/filters will be displayed
Use the Current Map extent - Will only show requests for the area that is currently visible in ArcMap
Select Polygon Feature(s) - allows users to select a polygon feature in the map. Only requests that are found within that polygon feature will be displayed
Note: the tool actually plots all of the requests, and then clips the feature class down to the area specified by the spatial filter.
By default the "Do not plot addresses for work request locations with X/Y Coordinates" is checked. If the box is unchecked, then results will contain the points for both the requests address and xy coordinate, if that information is available.
Modify default fields in the results option. By default there are certain fields that this tool will add to the results. Checking this option will allow users to customize what fields are included in the results. The form will expand exposing the following items:
Place a check next to the fields to have added to the results.
Fields that are automatically added by the tool are shown in the list to the far right. Users are unable to modify this list as these are required for the functionality of the tool.
Users have the ability to save the custom field option by clicking the "Save as new user default" button. This setting is saved to the database, and these fields will automatically be checked the next time the user runs the tool.
When ready to process click "Display". If there are a significant number of work orders to process a dialog similar to this will appear:
The tool will attempt to map all work request locations for all work requests that meet the selected criteria. Features that weren't able to be spatially represented will still be added to the layer, but will have a value of 0 in the FoundInMap field in the attribute table for the feature class.
Once the processing is finished a grouped layer will be added to ArcMap containing three layers (point, line, and polygon). To change the way the layers are displayed, right click on the layer and go to Properties > symbology tab.
The search criteria used for the work orders is listed in the description for the group layer. To access this information, right-click on the grouped layer and select Properties. The screen will be similar to this.
After work requests have been plotted click on the View Request Locations tool . If the request location layers are still in the map the following prompt will appear:
To create a new work request location layer, click Yes; otherwise, select No and the tool can be used to interact with the existing work request location layers.
While the View Request Locations tool is enabled, right-click on a work request location. A menu will appear with three options:
View Work Request(s)
Edit Work Request(s)
View Work Request Report
Selecting the desired option will open a submenu that lists the work requests located within the search tolerance of the mouse-click.
To perform an option on multiple work requests, use the ESRI selection tool to select the work requests prior to using the View Work Locations tool, then right-click and the "For all selected Work Requests" option will be added to the submenu list.
Select the work request from the list to perform the function
View Work Requests: This option will open the selected work request(s) in the desktop in view mode.
Edit Work Request(s): This will open the selected work request(s) in an editable grid within ArcMap. By default, all required fields are added to the grid. This includes both fields required by the desktop application and fields set required by users.
View Work Request Report: This will open the Work Request Report that is provided as a default Lucity report. This tool will take a snapshot of the current ArcMap display and saves it as a .jpg which is used by the Work Request Report.
Plot Request Locations
. A dialog will appear to filter down which requests to display.
