The following lists the Event and Keyword options and definitions for Work Order Event actions.
Select the Add Email Setting link to open the Email Template Entry flyout. When your Transaction Type selection is Work Order, different Keywords are available depending on the Event selected.
Complete Reply (Accepted from Request) and (Other)
| KEYWORD | DEFINITION |
|---|---|
| Date | WO submission date |
| Department Name | Taken from the Department field |
| Requestor's email address from the WO Email field | |
| General Comments | Contents of the General Comments text field on the Work Order / Results Tab |
| Item Code | ID or Tag # of the item |
| Item Description | Description shown on the Item record |
| Item Type | Type of item that needs work |
| Location Info (Code-Name) | Location Code and Name separated by a hyphen |
| Location Type | Type of location such as building or area |
| Phone # | Requestor's phone # taken from the Phone # field on WO |
| Priority Description | Contents of WO Priority field |
| Reference # | From the WO Reference # field |
| Request | Contents of Request field on WO |
| Request # | Original Request number |
| Requestor | From the WO Requestor field |
| Status | Work status from WO Status field |
| Supervisor Name | Contents of Supervisor Name field on Work Order / Identity Tab–More Information Section |
| Task Code | Task Code taken from Work Order / Identity Tab–Task Information Section |
| Task Desc | Task description taken from the Task record |
| Task Type Description | Task Type from Task record |
| Tech Comments | Contents of the General Comments text field on the Work Order / Results Tab |
| WO Type Description | From the WO Identity Tab |
| Work Order # | Assigned Work Order number |
Create
| KEYWORD | DEFINITION |
|---|---|
| Date | WO submission date |
| Department Name | Taken from the Department field |
| Requestor's email address from the WO Email field | |
| General Comments | Contents of the General Comments text field on the Work Order / Results Tab |
| Item Code | ID or Tag # of the item |
| Item Description | Description shown on the Item record |
| Item Type | Type of item that needs work |
| Location Info (Code-Name) | Location Code and Name separated by a hyphen |
| Location Type | Type of location such as building or area |
| Phone # | Requestor's phone # taken from the Phone # field on WO |
| Priority Description | Contents of WO Priority field |
| Reference # | From the WO Reference # field |
| Request | Contents of Request field on WO |
| Requestor | From the WO Requestor field |
| Status | Work status from WO Status field |
| Supervisor Name | Contents of Supervisor Name field on Work Order / Identity Tab–More Information Section |
| WO Type Description | From the WO Identity Tab |
| Work Order # | Assigned Work Order number |
Customer Survey
| KEYWORD | DEFINITION |
|---|---|
| Area Number | Room or area where work was performed |
| Building Name | Name of the Building where work was performed |
| Completion Date | Date when WO was closed out (work and paperwork completed) |
| Department Name | Affected department shown on WO |
| Due Date | Date by which work had to be performed |
| Requestor's email address from the WO Email field | |
| Facility Name | Name of the Facility where work was performed |
| Finish Date | Date work was actually performed |
| Floor Description | Name of the Floor where work was performed |
| General Comments | Contents of the General Comments text field on the Work Order / Results Tab |
| Item Code | ID or Tag # of the repaired item |
| Item Description | Description of repaired item as shown on the Item record |
| Item Type | Type of item that was repaired |
| Location Info (Code-Name) | Location Code and Name separated by a hyphen |
| Location Name | Name of the Location |
| Location Type | Type of location such as Building or Area |
| Phone # | Requestor's phone # taken from the Phone # field on WO |
| Priority Description | Contents of WO Priority field |
| Reference # | From the WO Reference # field |
| Request | Contents of Action Requested field on Request record |
| Requestor | From the WO Requestor field |
| Supervisor Name | Contents of Supervisor Name field on Work Order / Identity Tab–More Information Section |
| Task Code | Taken from the WO Identity Tab |
| Task Desc | Task Description from Task record |
| Task Type Description | Task Type from Task record |
| Tech Comments | Contents of the Comment field on the Work Order / Results Tab |
| URL | Hyperlink to the survey |
| WO Type Description | From the WO Identity Tab |
| Work Order # | Number assigned to the Work Order performed |
Finish Reply
| KEYWORD | DEFINITION |
|---|---|
| Date | WO submission date |
| Department Name | Taken from the Department field |
| Requestor's email address from the WO Email field | |
| General Comments | Contents of the General Comments text field on the Work Order / Results Tab |
| Item Code | ID or Tag # of the item |
| Item Description | Description shown on the Item record |
| Item Type | Type of item that needs work |
| Location Info (Code-Name) | Location Code and Name separated by a hyphen |
| Location Type | Type of location such as building or area |
| Phone # | Requestor's phone # taken from the Phone # field on WO |
| Priority Description | Contents of WO Priority field |
| Reference # | From the WO Reference # field |
| Request | Contents of Request field on WO |
| Requestor | From the WO Requestor field |
| Status | Work status from WO Status field |
| Supervisor Name | Contents of Supervisor Name field on Work Order / Identity Tab–More Information Section |
| Task Code | Task Code taken from Work Order / Identity Tab–Task Information Section |
| Task Desc | Task description taken from the Task record |
| Task Type Description | Task Type from Task record |
| Tech Comments | Contents of the General Comments text field on the Work Order / Results Tab |
| WO Type Description | From the WO Identity Tab |
| Work Order # | Assigned Work Order number |
Schedule Tech
| KEYWORD | DEFINITION |
|---|---|
| Building Name | Name of the Building where work was performed |
| Department Name | Affected department shown on WO |
| Requestor's email address from the WO Email field | |
| General Comments | Contents of the General Comments text field on the Work Order / Results Tab |
| Item Code | ID or Tag # of the repaired item |
| Item Description | Description of repaired item as shown on the Item record |
| Item Type | Type of item that was repaired |
| Location Address | Address where work is to be performed |
| Location Info (Code-Name) | Location Code and Name separated by a hyphen |
| Location Type | Type of location such as building or area |
| Phone # | Requestor's phone # taken from the Phone # field on WO |
| Priority Description | Contents of WO Priority field |
| Reference # | From the WO Reference # field |
| Request | Contents of Action Requested field on Request record |
| Request Date | Date the request was made |
| Requestor | From the WO Requestor field |
| Schedule Date | Start date shown on WO / Schedule Tab |
| Supervisor Name | Contents of Supervisor Name field on Work Order / Identity Tab–More Information Section |
| Task Code | Taken from the WO Identity Tab |
| Task Desc | Task Description from Task record |
| Task Type Description | Task Type from Task record |
| Tech Comments | Contents of the Comment field on the Work Order / Results Tab |
| WO Type Description | From the WO Identity Tab |
| Work Order # | Number assigned to the Work Order performed |
Schedule Trade
| KEYWORD | DEFINITION |
|---|---|
| Department Name | Affected department shown on WO |
| Requestor's email address from the WO Email field | |
| General Comments | Contents of the General Comments text field on the Work Order / Results Tab |
| Item Code | ID or Tag # of the repaired item |
| Item Description | Description of item to be repaired as shown on the Item record |
| Item Type | Type of item to be repaired |
| Location Info (Code-Name) | Location Code and Name separated by a hyphen |
| Location Type | Type of location such as building or area |
| Phone # | Requestor's phone # taken from the Phone # field on WO |
| Priority Description | Contents of WO Priority field |
| Reference # | From the WO Reference # field |
| Request | Contents of Request field on WO record |
| Request Date | Date work requested/assigned |
| Requestor | From the WO Requestor field |
| Supervisor Name | Contents of Supervisor Name field on Work Order / Identity Tab–More Information Section |
| Task Code | Taken from the WO Identity Tab |
| Task Desc | Task Description from Task record |
| Task Type Description | Task Type from Task record |
| Trade Code | Code for the assigned trade |
| Trade Description | Description of the assigned trade |
| WO Type Description | From the WO Identity Tab |
| Work Order # | Assigned Work Order number |
Status Changes
| KEYWORD | DEFINITION |
|---|---|
| Date | WO submission date |
| Department Name | Taken from the Department field |
| Requestor's email address from the WO Email field | |
| General Comments | Contents of the General Comments text field on the Work Order / Results Tab |
| Item Code | ID or Tag # of the item |
| Item Description | Description shown on the Item record |
| Item Type | Type of item that needs work |
| Location Info (Code-Name) | Location Code and Name separated by a hyphen |
| Location Type | Type of location such as building or area |
| Phone # | Requestor's phone # taken from the Phone # field on WO |
| Priority Description | Contents of WO Priority field |
| Reference # | From the WO Reference # field |
| Request | Contents of Request field on WO |
| Requestor | From the WO Requestor field |
| Status | Work status from WO Status field |
| Supervisor Name | Contents of Supervisor Name field on Work Order / Identity Tab–More Information Section |
| Task Code | Task Code taken from Work Order / Identity Tab–Task Information Section |
| Task Desc | Task description taken from the Task record |
| Task Type Description | Task Type from Task record |
| Tech Comments | Contents of the General Comments text field on the Work Order / Results Tab |
| WO Type Description | From the WO Identity Tab |
| Work Order # | Assigned Work Order number |
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