In the Work > Requests module, select one or more records in the Request grid.
Click the button and select Change Category | Selected Records. The tool is available only when:
All of the selected Requests have no Inventory Type ID. (That is, therecords' Category does not linkto a Lucity inventory module.)
OR
All of the selected Requests have the same Inventory Type ID. (That is, the records' Category links to the sameLucity inventory module.
A prompt similar to the following appears, showing the number of records that will be affected by the action:
Click Yes. A pop-up similar to the following appears:
If all of the selected Requests have no Inventory Type ID, the pop-up displays all Categories.
If all of the selected Requests have an Inventory Type ID, the pop-up displays only Categories linked to the same Lucity inventory module.
Select a Category and click OK. The tool runs, updating the Category on all the selected Requests.
Change Request Status | Current Filter
Changes the Status field on all Request records in the current filterset to a Status less than 950. Records with a Status between 1-949 are considered "open."
Use thetool to create a filter for the Request records you want to update.
Click the button and select Change Request Status | Current Filter. A prompt similar to the following indicates the number of records that will be affected by the action:
Click Yes. The following pop-up appears, displaying all possible Statuses that are less than 950:
Select the desired Status and click OK. The tool updates the Status on all Requests in the filterset.
Change Request Status | Selected Record(s)
Changes the Status field on selected Request records to a Status less than 950. Records with a Status between 1-949 are considered "open."
Click the button and select Change Request Status | Selected Records. A prompt similar to the following indicates the number of records that will be affected by the action:
Click Yes. A pop-up similar to the following appears, displaying all Statuses less than 950:
Select the new Status and click OK. The tool changes the Status on the selected records.
Change Supervisor | Current Filter
Changes the Supervisor on all Requests in the current filterset to the same person.
Use thetool to create a filter for the Requests you want to update with a new supervisor.
Click the button and select Change Request Supervisor | Current Filter. A prompt similar to the following indicates the number of records that will be affected by the action:
Click Yes. The following pop-up appears:
The pop-up displays any Employee record that both has the Supervisor field checked and is associated with the Categories on the Requests.
Select the new Supervisor and click OK. The tool updates the Supervisor on all Requests in the filterset.
Change Supervisor | Selected Record(s)
Changes the Supervisor on selected Requests to the same person.
Click the button and select Change Request Supervisor | Selected Records. A prompt similar to the following indicates the number of records that will be affected by the action:
Click Yes. A pop-up similar to the following appears:
The pop-up displays any Employee record that both has the Supervisor field checked and is associated with the Category on the Requests.
Select the new Supervisor and click OK. The tool updates the Supervisor field on the selected records.
Close Request | Current Filter
Changes the Status field on all Request records in the current filterset to a Status greater than 950. Records with a Status between 950-999 are considered "closed."
Use thetool to create a filter for the Requests you want to close.
Click the button and select Close Request | Current Filter. A prompt similar to the following indicates the number of records that will be affected by the action:
Click Yes. The following pop-up appears, displaying statuses that are 950 or greater:
Select the desired closing Status and click OK. The tool updates the Status on all Requests in the filterset.
Close Request | Selected Record(s)
Changes the Status field on selected Request records to a Status greater than 950. Records with a Status between 950-999 are considered "closed."
Click the button and select Change Request Status | Selected Records. A prompt similar to the following indicates the number of records that will be affected by the action:
Click Yes. A pop-up similar to the following appears, displaying Statuses that are 950 or greater:
Select the desired closing Status and click OK. The tool updates the Status on the selected records.
Create Permit | Selected Record
Creates a Work Permit record linked to the Request.
Directs the Lucity Spatial Indexer to process or reprocess the location data for the Requests in the filterset. This can be done to fix problems if there were errors.
The Lucity Spatial Indexer collects information about the location of the Request using the Loc Address, Loc Street Name, and Affected Asset fields and stores the geographic coordinates in the Lucity database. This information can be used later to display the location of Work Requests in a map.
Use thetool to create a filter for the Request records you want to update.
Click the button and select Force Spatial Record Processing | Current Filter. A prompt similar to the following indicates the number of records that will be affected by the action:
Click Yes. The tool runs, processing and storing the Request locations.
Force Spatial Record Processing | Selected Record(s)
Directs the Lucity Spatial Indexer to process or reprocess the location data for the selected Requests.
The Lucity Spatial Indexer collects information about the location of the Request using the Loc Address, Loc Street Name, and Affected Asset fields and stores the geographic coordinates in the Lucity database. This information can be used later to display the location of Work Requests in a map.
Click the button and select Force Spatial Record Processing | Selected Records. A prompt similar to the following indicates the number of records that will be affected by the action:
Click Yes. The tool runs, processing and storing the Request locations.
Click the button and select Open Associated Asset | Selected Record. The system opens the inventory module for the Request's Affected Asset and displays the associated record.
Search For Requests By Customer Address | Selected Record
Searches for Requests with the exact same values in the Req Address and Req Street Name fields as the selected record.
Click the button and select Associate Any Work Order | Selected Record.
A prompt similar to the following displays a list of existing Work Orders:
Select a Work Order from the list and click OK. Lucity links the selected Request to the chosen Work Order, as well as to all Work Orders and Requests associated with that Work Order. More information about Work Order and Request linking
If the Request's status is 1|New Request, the system changes the status to 2|Assigned to WO.
The system also documents the action by adding a new record to the Request Tracking grid.
Click the button and select AssociateWork Order That is Not Complete | Selected Record. A prompt similar to the following displays a list of open Work Orders.
Select a Work Order from the list and click OK. Lucity links the selected Request to the chosen Work Order, as well as to all Work Orders and Requests associated with that Work Order. More information about Work Order and Request linking
If the Request's status is 1|New Request, the system changes the status to 2|Assigned to WO.
The system also documents the action by adding a new record to the Request Tracking grid.
Click the button and select Associate Work Order That is Not Complete | Selected Record. A prompt similar to the following displays a list of open work orders with an asset that matches the Request's Affected Asset.
Select a Work Order from the list and click OK. Lucity links the selected Request to the chosen Work Order, as well as to all Work Orders and Requests associated with that Work Order. More information about Work Order and Request linking
If the Request's status is 1|New Request, the system changes the status to 2|Assigned to WO.
The system also documents the action by adding a new record to the Request Tracking grid.
Click the button and select Associate Work Order With Same Street Block | Selected Record. A prompt similar to the following displays a list of Work Orders that meet the following criteria:
Open (Status is < 950).
Work Order's Location matches the Request's Loc Street Name.
AND
Work Order's Location bears an Address that matches the Request's Loc Address+/- 100. (Example: The Loc Address for the selected Request is 156 Main Street. Therefore, the system displays Work Orders with an address between 56 Main St and 256 Main St.)
Note: An agency can control the range of addresses that are acceptable (+/- 100) using the Address Block RangeWork Option.
Select a Work Order from the list and click OK. Lucity links the selected Request to the chosen Work Order, as well as to all Work Orders and Requests associated with that Work Order. More information about Work Order and Request linking
If the Request's status is 1|New Request, the system changes the status to 2|Assigned to WO.
The system also documents the action by adding a new record to the Request Tracking grid.
Click the button and select Associate Work Order with Same Problem and Infrastructure | Selected Record. A prompt similar to the following displays a list of Work Orders that match the following criteria:
Are associated with an asset that matches the Request's Affected Asset.
Have a Problem that matches the Request's Problem.
Select a work order from the list and click OK. Lucity links the selected Request to the chosen Work Order, as well as to all Work Orders and Requests associated with that Work Order. More information about Work Order and Request linking
If the Request's status is 1|New Request, the system changes the status to 2|Assigned to WO.
The system also documents the action by adding a new record to the Request Tracking grid.
Click the button and select Associate Work Order with Same Problem | Selected Record. A prompt similar to the following displays a list of Work Orders that have the same Problem as that of the selected Request.
Select a Work Order from the list and click OK. Lucity links the selected Request to the chosen Work Order, as well as to all Work Orders and Requests associated with that Work Order. More information about Work Order and Request linking
If the Request's status is 1|New Request, the system changes the status to 2|Assigned to WO.
The system also documents the action by adding a new record to the Request Tracking grid.
How to change the Category for a filterset of Requests
tool to 
button and select Change Category | Current Filter. The tool is available only when:
button to save the Permit record.
