Mobile - Requests

The Mobile Find Requests function allows you to locate a specific request. The differences between the mobile Find Requests function and the full browser function are:

• Mobile Find Requests appears on the Start Page.

• The only criteria you can search by is Request ID; therefore, only one request will be found.

To find a request:

1. On the Start Page, in the Request ID field, enter a valid request ID.

2. Click FIND.

   The request details are displayed.

For more information about finding requests in full browser mode, see Find Requests.

The Mobile My Requests page allows you to locate requests that have been assigned to you or requests that are in your region. The differences between the mobile My Requests page and the full browser page are:

• The Mobile My Requests page does not display requests Created By Me.

• You must specify an activity group. Only requests that are of a type belonging to an activity group that you can view can be accessed with the mobile My Requests page. For more information, see Activity Groups.

• Requests Assigned to Me cannot be filtered by region.

To list the requests assigned to you:

1. On the Start Page, click My Requests.

   The My Requests page opens, displaying My Assigned.

2. Enter any of the following criteria to narrow your search.

   • Property – The first field allows you to include only those requests assigned to a particular property.
   • Activity group – The second field specifies the activity group to which the requests you are searching for belong. You must select an activity group.
   • Show Detail – Select this check box to show additional details for each request in the results list.
   • Date Range – Enter two date values to include only those requests that were created in the specified date range.

3. Click FIND.

   The requests matching the specified criteria are displayed.

To list the requests in your region:

1. On the Start Page, click My Requests.

2. Click the My Regions link.

   The My Requests page opens, displaying My Regions.

3. Enter any of the following criteria to narrow your search.

   • Region – The first field allows you to include only those requests in a particular region.
   • Property – The second field allows you to include only those requests assigned to a particular property.
   • Activity group – The third field specifies the activity group to which the requests you are searching for belong. You must select an activity group.
   • Show Detail – Select this check box to show additional details for each request in the results list.
   • User Group – The fourth field allows you to include only those requests assigned to users in a particular user group.
   • Date Range – Enter two date values to include only those requests that were created in the specified date range.

4. Click FIND.

   The request details are displayed.

For more information about the My Requests function in full browser mode, see My Requests.

Requests can be updated by scrolling down to the editable fields on the Request Details page and making the required changes. Requests are commonly updated using the mobile user interface to add comments about the work from the job site, to reassign the work request, to change the work order status, or to close the work order for completed requests.

The differences between the mobile Update Requests function and the full browser function are:

• You cannot enter internal comments.

• You cannot specify a Closed By user. If you close a request, it is logged as being closed by you.

• You do not have access to miscellaneous fields, procedures, other options, and employee asset details.

To update a request:

1. Locate the request you want to update using either the Find Request or My Requests function.

2. Scroll down past the request details and history to the UPDATE REQUESTpane.

3. Modify any of the following fields.

4. Click UPDATE.

For more information about these fields or updating requests in full browser mode, see Request Details.

Requests can be created on the mobile user interface, but the amount of information you can specify for the request is limited when compared to the full browser interface. Requests are most commonly created using the mobile user interface to address an inspection failure or if a problem was encountered on the job site.

The differences between the mobile Create Requests function and the full browser function are:

• The request information you can enter is limited to the property, work type and subType, priority, description, default contact information, assignment /notification, completion date/time, asset, and schedule date/time.

• You cannot specify miscellaneous fields, procedures, file attachments, other options, or employee asset details.

To create a request:

1. On the Start Page, click Create Request.

   The Create a Request page opens.

2. Enter the field values required to define the request. Fields followed by a red square are required.

3. Click OK.

   A confirmation message with a link to the new request is displayed.

4. To create an additional, similar request, click the REPEAT link.

   This feature is included as a convenience since entering request information on the small screens provided by mobile devices can be difficult. When you click REPEAT, the Create a Request page opens, displaying a request with the same values as the previous request. You can change only those values necessary and then click OK to create another request.

For more information about creating requests in full browser mode, see Creating a Request.