Listing of Work Requests General Options

Option Name

Function

Reset Request Number Each (M, Y, D, N)

This option determines how often your work request numbers are reset. You can choose to reset your numbers each Month, Year, Day, or Never.

Reset Request Number To

This option allows you to enter the numerical value to which your work request numbers will be reset.  The default starting number is 1.  This is only applied when the work order numbers are reset based on the interval defined in the previous option.

Note: We do not recommend using any number greater than 1.

Search for Customers by Phone Number?

This "Yes" or "No" option deals with the interaction between the Customer module and WO Request module.  If "Yes" is selected, this option will automatically carry over customer contact and address data to the WO Request Customer tab.  The system will search for data that matches the phone number entered and fill out the remaining customer data fields in the WO Request module.  This helps speed data entry.  

If "No" is selected, several functions are affected.  First, the request will no longer pull in any previous requests on that same phone number.  Second, this turns off the list of open requests for a particular phone number when adding a new request. Finally, the ability to pull customer data from the customer module will be turned off as well.  

Note:  If "No" is selected, you can still search for customers based on phone number by using F8 in the phone number field. The F8 key only works in the first phone number field on the first tab of the WO Request module.  It is not used for the phone number fields at the bottom of the screen.

Search for Customers by Contact?

This "Yes" or "No" option deals with the interaction between the Customer module and WO Request module.  If "Yes" is selected, this option will automatically carry over customer data to the WO Request Customer tab. The system will search for data that matches the contact information entered and fill out the remaining customer data fields in the WO Request module.  This helps speed data entry.

If "No" is selected, the request will not pull in any previous requests on that same contact information.  

Note: If "No" is selected, you can still search for customers based on contact information using the F8 key.

Search for Customers by Account?

This "Yes" or "No" option deals with the interaction between the Customer module and WO Request module.  If "Yes" is selected, this option will carry over customer contact data to the WO Request Customer tab.  The system will search for data that matches the account number entered and fill out the remaining customer data fields in the WO Request module. This helps speed data entry.

If "No" is selected, the request will not pull in any previous requests on that same account number.  

Note:  If "No" is selected, you can still search for customers based on account information using the F8 key.

Update Customers from Requests

This is a "Yes" or "No" option.  When this option is selected and a new WO Request is created, the system will prompt you to update the customer database if the customer data entered does not match existing records.  If you select "Yes", the system will automatically update the Customer database with the new information entered in the request form.  This option does not apply if the Eden Customer Database Integration option is turned on.

Look for Requests by Request Phone Only

This is a "Yes" or "No" option.  If selected, this option will search for duplicate requests using only the request phone number. This option helps prevent duplicate prompts during data entry.

Search for Customers by Parcel Number

This "Yes" or "No" option deals with the interaction between the Customer module and WO Request module.  If "Yes" is selected, this option will carry over customer contact data to the WO Request Customer tab.  The system will search for data that matches the parcel number entered and fill out the remaining customer data fields in the WO Request module. This helps speed data entry.  

If "No" is selected, the request will not pull in any previous requests on that same parcel number.  

Note: If "No" is selected, you can still search for customers based on parcel number using the F8 key.

Auto Update Request Status when WO Complete

This is a "Yes" or "No" option.  When selected it will automatically update status in the WO Request module when all work orders associated with the request are completed.  This option will also update the "on hold" and "canceled" statuses in work order requests if all work orders associated with the request have these statuses.

Find Duplicate Request by Category Codes?

This is a "Yes" or "No" option that helps track duplicate requests.  For example, if fifteen people call to report the same pothole problem, you can use this option to help consolidate the records.  This particular option tracks duplicate requests using category codes.  By using the F3 key, you can see a list of potential duplicates and determine if they deal with the same problem.  If so, you can select a record and your duplicate request will be merged into the previous record.  Your caller's information will be logged in the Requesters tab and the duplicate request will be eliminated.  Thus, you will have only one record per problem with multiple individuals listed as requesters.  For additional information on the F3 function, please see the Work Requests help guide.

Find Duplicate Request by Address Block?

This is a "Yes" or "No" option that helps track duplicate requests.  For example, if fifteen people call to report the same pothole problem, you can use this option to help consolidate the records.  This particular option tracks duplicate requests using address blocks.  By using the F3 key, you can see a list of potential duplicates and determine if they deal with the same problem. If so, you can select a record and your duplicate request will be merged into the previous record.  Your caller's information will be logged in the Requesters tab and the duplicate request will be eliminated.  Thus, you will have only one record per problem with multiple individuals listed as requesters.  For additional information on the F3 function, please see the Work Requests help guide.

Address Block Range

This option allows you to set a numerical value indicating the address block range.  This option works in conjunction with the Find Duplicate Request by Address Block option.

Find Duplicate Request by Date Range?

This is a "Yes" or "No" option that helps track duplicate requests.  For example, if fifteen people call to report the same pothole problem, you can use this option to help consolidate the records.  This particular option tracks duplicate requests using a date range.  By using the F3 key, you can see a list of potential duplicates and determine if they deal with the same problem. If so, you can select a record and your duplicate request will be merged into the previous record.  Your caller's information will be logged in the Requesters tab and the duplicate request will be eliminated.  Thus, you will have only one record per problem with multiple individuals listed as requesters.  For additional information on the F3 function, please see the Work Requests help guide.

Date Range

This option allows you to set a numerical value indicating the date range. This option works in conjunction with the Find Duplicate Request by Date Range option.

Disable Street Validation for Citizen Requests

This "Yes" or "No" option allows you to configure the Citizen Web Requests in the Web application to accept Street Locations that are not in the Street Name List. This option will be turned off by default.

Note: If a Work Order is created from a Request with an unvalidated street, the address will be moved to the General Location field of the Work Order.

Automatically fill Home Phone# from Phone#

If this option is set to true, the data from the Phone Number field will be carried over to the Home Phone Number field.

Automatically Assign Meter # on Create WO

If this option is set to true and the request is a meter install request, the request module will search the meter location inventory module and find the correct meter to attach to the request before the work order is created.

Prevent WO Creation on Meter Installs if Meter # not present

If this option is set to true and the meter location number is not specified, the request module WILL allow a work order to be created.

Meter Install Problem Code

This is necessary for the requests module to know which requests are meter install requests.

Automatically Create a meter Location for Meter Install if one does not exist

This option works in conjunction with the "Automatically assign Meter # on create WO." If a meter is not found in the meter location module for the request location address, the system will create a new meter location using the request location address.

Prefix For New Meter Numbers

If this option is populate, the specified prefix will be placed before the record autonumber when a new meter location record is created.