Repeat

Clicking the Repeat link opens the Create Request page, allowing you to create a request that is a copy of an existing request. Doing so can facilitate the process of creating a similar work request, since all of the information, except for the request history and attachments, is copied from the original request.

A repeated request can be created by:

• Clicking the REPEAT link on the request creation Confirmation page.

• Opening the Other Options pane on the Request Details page and clicking the Repeat link.

The request is created and displayed on the Create Request page. You can modify any of the following information. For more information about any of these fields, see Create Request.

Request Details

• Property – Select the property where the work will be performed.

• Location – Specify a location within the property to further define where the work will be performed. Location is highly configurable and may contain Zone, Tower/Wing, Floor, Space, SubSpace, or Rome/Cube values.

• Type/SubType – Select the type and subType of work to be done.

• Priority Select the priority of the work.

• Describe your Request – Enter a value indicating the type of work to be done.

• Authorized to Enter – Select Yes to indicate that the workers are authorized to enter the property and perform the work.

• Auth. Remarks – Enter any authorization comments.

Who is Making This Request

To change the user who is requesting the work, you must first click the Clear Contact Info button to clear the current requester before making any changes, even if you use the Get Default Contact link.

• Get Default Contact – Click this link to select the default property contact as the requester. 

• First Name – Enter the first name of the user making the request.

• Last Name – Enter the last name of the user making the request.

• Company Name – Enter the name of the company the requester works for.

• Email Address – Enter the email address where request notifications should be sent.

• Phone/Fax – Enter the phone and fax numbers of the user making the request.

• Department – Select the department that the user making the request works in.

• Notify Requestor – Select this check box if you want notification updates sent to the requester.

• External Cost Center – Specify a cost center code from a third-party system, if needed.

• Email CC – Enter the email addresses of any other people you want to receive request notification emails, separated by commas.

Internal Information

• Assignment – Specify the person the work is assigned to by selecting the following values:

  • Crews – If enabled, select a value to specify that the work should be assigned to a particular crew of workers.

  • Assigned To – Click the Select link to select a user to assign the work to. If a crew was selected, only members of the crew are available.

• Send Notifications – Select Yes to have email notifications sent when the request is created/scheduled to start and updated.

• Follow-Up – Select a value to indicate when follow-up alerts should be sent.

• Complete By – Select the date and time you want the work completed by.

• Asset – Click the Select link to search for and associate an asset with this work request.

• Internal Comments – Enter an additional internal-only comment about this work request.

• Schedule For – Select the date and time you want the work to start if work should be scheduled for the future.

Accounts

If Non-Profit Fund Accounting is enabled, the Accounts pane is displayed. Select the Account Groups and Accounts needed for billing purposes.

Other Options

• External WO# – Enter a value to link this request to a request from a third-party system.

• Originated From – Select a value to indicate where that this request originated from a particular source, for example, a phone call or a fax request.

• Billable – Select a value to indicate whether the costs associated with this work request will be billed to an external party.

• Project – Click the Select link to associate this request with a project.