Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.


TypeRegister
LocationOperations / Request
LicenceIncluded in all editions

...

  1. From any screen, press New Request
  2. Specify the requestor
    1. If you are the requestor, select "Use my details as the requestor"
    2. If you know the requestor (for example, you are entering the request from a phone call), then select "Select an existing contact" and then search or enter the requestor details.
      1. If the default contact details are not correct for the current event, you can put them in the records Details section, or you can edit the contact record after saving the request record to have them updated permanently  
    3. Or you can add a new contact by selecting "Add a new contact"
      1. Adding a new contact adds them as a new contact record in the current event, so don't worry about using fake names during a training event.
      2. If the new contact is one you would like to keep in your contacts system after this current event, you can move them into a global workspace after the offer record has been created together with the request record after saving.
    4. If there are likely costs involved and the requestor has agreed to pay costs, check the checkbox under the requestor form. This will help in emergency cost recovery.
  3. Specify the request particulars by entering a subject, details and attachments just like you may write an email
  4. Enter a location
    1. You can search by Property, by Point Of Interest, or by any other configured asset class. When a property is selected, it will appear on the map.
    2. You can also annotate the map to add points, a polygon or a linestring (a line with multiple points) to provide more context to the request.
  5. Set the priority field if the request is high priority.
  6. Save the request

...

  1. Requests are assigned to a single position to indicate a responsible position. This allows requests to be managed by teams across multiple shifts.  A request can only be assigned to one position at a time, meaning there is one point of responsibility to handle and resolve the request. Whenever an active request is unassigned, it reverts to the

    Status
    colourRed
    titleRequested
    state and it is the job of coordinators to assign (or close) the request.  To unassign a request, simply set the status back to 
    Status
    colourRed
    titleRequested
    .

  2. Requests can also be assigned to multiple resources. Resources are used to track utilisation and costs, plus allows resource managers to access the request record while they are actively assigned. Each resource assignment contains additional information such as quantity and descriptive information about the job. 

...