Path: Transactions > Request > Request Log / Identity Tab
You can accept, reject, or hold Requests individually from the Request Log window. Accepted Requests generate a Work Order once you enter additional information.
If you choose the Accept button, WebTMA opens the Request Validation flyout. This window is used to add information required to save a Work Order because the Request Log window does not include all needed data. If information about the location has been added to Popup Messages, a flyout with that information displays as an overlay to the Request Validation flyout.
If you reject a Request, you have the option of entering a message in the free-form Reject/Hold Reason field, or you can choose the blue Reject Reason icon to select from a list of predefined messages. Add as many standard Reject/Hold messages as needed.
Hold Requests also require a reason in the Reject/Hold Reason field. Once a record is marked as Hold, the Hold button is disabled until the Request record is modified. After the record is edited and saved, the Request can again be put on Hold if needed.
How to Accept a Request from Request Log
- Navigate to the Request Log window.
- Locate the Request.
- Select the Accept button below the Reject/Hold Reason field.
To complete the Request Validation flyout window, go to How to Complete the Request Validation Flyout.
How to Complete the Request Validation Flyout
The Request Validation flyout opens when you follow the instructions in How to Accept a Request from Request Log. Add information to this window to create a Work Order for the Request.
Information from the Request populates the related fields on the flyout. When the Technician/Crew field is populated, WebTMA completes the Est. Start date field with the current date, i.e., when the conversion is made. The date is applied to the Schedule date for the Technician on the converted Work Order.
- Accept or change the contents of the Request Validation flyout as needed.
- Add or revise the Action Requested if required.
- Complete as many elective fields as needed.
- Select one of the radio buttons for a reply to the request: No Email, Automatic Email, or Manual Reply.
- Choose the Save button on the window when the field entries are completed.
When the window refreshes, the Request Log window displays the new Work Order number in the Work Order # field found in the Accepted Section of the Request Log window.
How to Deny a Request from Request Log
- Locate the Request.
- Enter your Reject Reason in the free-form text field. Remember to be courteous because the requestor will see your comments.
- Select the Reject button below the Reject/Hold Reason field.
When the window refreshes, the record has been saved and the date and user code of the person rejecting the request are displayed in the read-only fields.
How to Hold a Request from Request Log
- Locate the Request.
- Enter the Hold reason in the Reject/Hold Reason field. This text is emailed to the requestor, so remember to be polite. See caveat in the Note below.
- Select the Hold button below the Reject/Ignore Reason field.
Once a Request is held, the Hold button is disabled until the Request record is modified. While the record can be put on Hold more than once, this is only true if the record is changed in some way. Each time the Request is put on Hold, the text you enter in the Request/Hold Reason field is appended to the Additional Comments field.
NOTE: An email for "held" requests is sent only if the Ignored Email template is configured for your Repair Center.