Path: Menu > Work Order > Request Log
Using Request Log, technicians can create and submit a request.
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 New 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 User Management / Mobile Access–Auxiliary Subtab in WebTMA includes permission to Add requests.
If the technician record does not have this permission, the request remains on the device until the record is deleted, cleared, or the technician is granted permission to Add requests.
How to Submit Requests
Path: Menu > Work Order > Request Log
The Request 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 New at the upper right of the Requests
- Complete the appropriate Request and location 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.
- Tap the Save button at the upper right.
The new request displays in the Request Log 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.