Property Request Sub Types

The Property Request Types page allows you to establish certain settings for request subTypes at a property. The values you enter on this page will override the values established on the Request Types and SubTypes page for the selected property only.

To override request subType settings for a property:

1. Open the Administration Menu page.

2. Under the LOGBOOK ADMINISTRATION heading, click Property Request SubTypes.

3. Click the SELECT PROPERTY button to select the property you want to establish override settings for.

4. Select the subTypes you want to establish override settings for.

   • To override request subTypes settings for a specific type of request, select a value in the Filter by Request Type field and then click the Import Sub Types – This Type Only link.
   • To override request subTypes settings for all types of requests, click the Import All Sub Types link.
   Note:

   Once you have imported subTypes, the system assumes all previously designated default bill codes and billable flags are no longer applicable. If no bill code or billable flag is set, the system will not assign a default bill code or billable flag for that subType.

   To delete a request subType from this list, select the check box next to the subType and clickDELETE.

5. For each subType you want to create an override for, modify the value in any of the following fields:

   • Status – This value indicates whether the subType is currently active in the system. Active subTypes are displayed to users; Inactive subTypes are not.
   • Bill Code – A default bill code to be displayed when creating a work request.
   • Billable? – This value indicates whether the work request will be billable or non-billable by default.
   • Escalate To – Click the Select link to select a user who is notified, in addition to the assignee, when a follow-up alert is sent for a request of this subType.
   • Procedure – Click the Select link and select a procedure to associate with requests of this subType indicating the steps needed to perform the work. This functionality does not pertain to work orders created using the Schedule module.
   • GL Acct and AP Acct – These values indicate default values for the general ledger and accounts payable accounts (primarily used when interfacing with external systems).
6. Click UPDATE.