When you notice something in need of repair, tap the Plus icon on the task bar at the bottom of most windows. On the drop-down menu, select Create Request to open the first of several windows where you can add the needed information as well as images or documents.
NOTE: Create Request cannot be used unless ADD permission is granted on the Window Access Tab for Transactions-Request log (Admin > User Management > Records / Window Access Tab).
Create Request - Location
This first page is used to enter the Location. If the Request concerns a specific Item, you can tap the Find and Add Item button at the top of the window to select an item.
Use of the Find and Select Item window is not required. Tap Next at the upper right to open the page where you enter the requested action.
Create Request - Action
Enter the work to be done in the Action Requested field. Note this field is required. Then select the Request Type, which is also required. Notice the Request Type menu has several options including Self Identified.
You can add other information if available such as Repair Center or Task to be performed if needed.
Create Request - Requestor
Use this page to identify the person who made this request. If the name you select has associated contact and other information, it will display automatically.
Tap Next once again.
Create Requestor - Save
The final page in the Create Request sequence allows you to attach documents or video if needed and save the request.
Tap Save at the upper right to complete the Request record.
Your request is uploaded when your device syncs with the database.