Work Requests are created to have any asset related issue addressed through the EAM/ParkStat system. The steps below will allow a user to create a request for service.
Click here to view a video tutorial of this process.
- Select Work > WO Quick Entry
Users are required to fill out the sections marked with a red asterisk (*).
Throughout this form, the dataspy icon (below) will appear. This tool is a filter to assist in any applicable search and resembles a magnifying glass.
1. This blank section is the work order Description field, briefly describe the request for service (in 80 characters or less).
2. It is important that the Equipment ID is attached to the work request, click its Dataspy to find it.
- While in the Equipment Lookup search page, find the asset that needs to be serviced. Users type an applicable value into any of the filters in dark gray (below). Click Run, to return all related assets. Once the asset is highlighted blue, click OK.
3. The Status field should remain as Awaiting Approval.
4. The Type is preset to Service Request but may be subject to an auto-fill, depending on the asset/equipment selected for service. Typical request types are Breakdown fix or Service Request.
- Breakdown fix = common asset malfunctions/changes (i.e. broken door handle)
- Service Request = specialty requests (i.e. tree removal)
5. The Class field aids in assignment of the work order, click here for further details.
Once all the red asterisk (*) items are filled, a Work Order number will generate for this request in it's respective field (top left).
- The Assigned To field is a direct request for the work order to a specific Parks maintenance employee.
- The Backup Person 1 or Backup Person 2 field is for an additional point of contact. This field can be used if the requestor may not be available (i.e., Assistant Director, Regional Manager or staff). Although optional, in such case, please include the best line to contact the backup in the Contact Number field.
All required fields (*) within the work order MUST be completed before entering documents and/or comments into the Work Request. If not, an error message will display.
Documents
Users may add documents giving further detail on a work order (i.e.; maintenance "before & after" pictures, receipts, map screenshots, etc.)
1. Select the Upload Document button next to the blank Description field. This will produce the Create/Upload Document pop up window.
2. Document code - a unique code that begins with the work request number, ends with a hyphen and a “01” at the end. For every other document that users add, they should increase the number at the end by 1. (i.e. "549799-01” and “549799-02")
3. Document description - enter a brief description of the document
4. In order to attach a document, users will select the Browse button. After uploading the image select Submit at the bottom of the pop up window.
Comments
- If a comment needs to be added, click on the Save Record icon at the top of the page, navigate to the Comments Section to click on the New Record icon and enter the comment.
- Once everything is completed, click the Save button at the bottom of the pop-up window.