Path: Menu > Work Order > Request Log
Technicians can create and submit a request using Request Log.
If a Technician notices work that should be performed and is not related to the current Work Order or if a client points out another problem, the Technician can tap the New
button at the upper right and create a request.
Although a Technician can create a Request from the mobileTMA GO Request Log, a Request cannot be uploaded unless the logged in user has permission, i.e., User Management > Records / Mobile Access Tab–MobileTMA GO Section in WebTMA includes Add for the Request Log line.
If the Technician record does not have this permission, the Request remains on the device until the record is deleted by swiping left and tapping the Delete button, clearing it, or the Technician is granted permission to Add requests.
How to Submit Requests
The Requests List window lists any requests that have not been uploaded. If you want to edit the Request, simply tap the line item.
To add a new Request:
-
Tap the New
button at the upper right of the Requests window. -
Complete the appropriate fields. Note: If you select a Requestor Name using the ellipsis button (i.e., search the server), location and other information are automatically populated with the information from the Requestor’s record.
-
Scroll down to complete other fields.
-
Describe the work needed in the Action Requested field at the bottom of this window. Note the Action Requested - Read More link is available to expand the field when a large amount of text is entered.
-
Tap Save at the upper right.
The new Request displays in the Requests window. It is uploaded when saved if your WiFi or cellular connection is active, but the Request remains in the list of Requests for 24 hours with a status check mark at the right to indicate it has been sent to the database.
Want to Learn More?
Visit the WebTMA Help Page