1. In the Work > Work Requests module, click the button. The Request form appears.
2. Identify the person or entity making the request by completing as many of the Customer (or Requester) fields as possible: Name, Phone #, Email, Req Address, Req Street Name, Req Parcel Number, etc.
   • These data points are also used to look up additional customer information and identify previous Requests the customer has made.
3. Identify the location of the issue by completing the Request fields.
   • Identify the Loc Address and Loc Street Name.
   • Select the Category and Problem to identify where the Request falls within your work system.
   • If possible, identify the Affected Asset.
   • Assign the appropriate Supervisor for the work.
4. Provide other information pertinent to the request.
   • Enter any information you would like to ensure is passed on to resulting Work Orders.
     • Enter detailed information about the problem or location of problem using the Request to Work Order field.
     • Enter other information in the WO Custom fields.
   • If the Problem selected in Step 3 requires the user to ask the customer additional questions, the questionnaire will appear in the Scripts grid.
   • If there are additional requesters, log these using the Requesters grid.
   • Enter supplemental comments in the Comments grid.
5. Click  to save the Request. Lucity assigns the record a Request Number, and the new record appears in the Request grid.

  More information about other ways that requests can be created

1. Select one or more records in the grid that require a Work Request.
2. Click the button. If any of the selected records do not have a Default Work Category, the following pop-up appears:

   

3. Select a Category and click OK. The system creates separate Work Requests for each selected asset and launches the Work Request module. Each new Request identifies the appropriate Work Category, Asset Type and Asset ID.
4. You can then edit the request to fill out other desired fields.

1. Select one or more features in the Webmap or from the Data Table.
2. Click the button (either in the Selection toolbar or the Data Table).

   If the selected features have a Default Work Category, the system:

   • creates a Request for each asset; and
   • launches the Work Request module and displays the new Requests.
3. If the selected features do not have a Default Work Category, the following pop-up prompts users to select a Category:

   

   • Only Categories associated with the selected feature are shown.
4. Select a Category and click OK (required). The system:
   • creates a Request for each selected asset; and
   • launches the Work Request module and displays the new Requests.
5. You can now edit the request to fill out other desired information.

1. In the Inspection record, check the Maintenance Requested field.
2. Click the button to save the Inspection. The system creates a Work Request and links it to the inspected asset.
3. You can now edit the request to fill out other needed information.

   When the Request is later closed (the request's status is set to 952 or higher, because any required work was completed), the system automatically unchecks the Maintenance Requested check box on the Inspection record.

   Note: Using the Create Request tool in the inspection module toolbar creates a Request but does not link the Request to the Inspection.

An agency may choose to create custom Work Request submission forms for specific user groups/departments. A submission form may be an abbreviated version of the standard Request or a highly detailed/customized form for common problems.

1. Click the to the right of the application tabs, at the top of the screen. The Lucity View Selector appears.

   

2. In the Menu section, expand the menu.
3. Click the request form you want to launch. A new Request form appears.
4. Complete the required fields and provide any other critical information.
5. Click to save the Request record.