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Maintenance request management refers to the construction issues raised for a house, including requests and related items that require attention.
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Procedures
Creating A Maintenance Request
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The General tab is used to enter basic information about a maintenance request, including supervising staff members, when the request was raised, inspection details, and costs associated with the request.
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General Group
Field | Description |
|---|---|
Internal ID Number | Internally generated identification number. This field cannot be edited. |
Administrator | Administrator allocated to the maintenance request. Click the Administrator popup button to select. |
Manager | Manager allocated to the maintenance request. Click the Manager popup button to select. |
Supervisor | Supervisor allocated to the maintenance request. Click the Supervisor popup button to select. |
Warranty Type | Type of warranty associated with the maintenance request. Click the Warranty Type popup button to select. |
Work Flow Stage Group
Field | Description | ||
|---|---|---|---|
Stage | Current work flow stage of the request item, based on the selections and information entered. This field cannot be edited.
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Raised Group
Field | Description | ||
|---|---|---|---|
Raised | Date the maintenance request was raised. | ||
Raised By | Person or organisation that raised the maintenance request. Click the Raised By popup button to select. | ||
Method | Method by which the maintenance request was raised. Click the Method popup button to select.
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Reply Group
Field | Description |
|---|---|
Required? | Does the person or organisation require a response to the maintenance request?
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Reply | Date the reply was sent. |
Inspection Group
Field | Description | ||
|---|---|---|---|
Required? | Is an inspection of the maintenance performed required?
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First Appointment | Date of the first appointment. This field cannot be edited.
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Appointment Count | Total number of appointments created for the request. This field cannot be edited. | ||
Current Appointment | Date of the current appointment. Click the Current Appointment popup button to create a new appointment. The Diary Entry dialog will be displayed | ||
Inspector | Inspector allocated to the current inspection diary entry. This field cannot be edited. | ||
Complete | Date the inspection was completed. This field cannot be edited.
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Start Group
Field | Description |
|---|---|
Required? | Is a start date required for the maintenance request?
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Start | Date the work started. |
Complete Group
Field | Description |
|---|---|
Percentage | Percentage of the request activity complete. |
Weeks At This % | Number of weeks at the above percentage. |
Manual Forecast | Estimated date of completion. |
Actual | Actual date of completion. |
Signed Off | Date the request was signed off. |
Cost Group
Field | Description |
|---|---|
Forecast Total | Expected cost to complete the request requirements. |
Enterprise | Expected cost to be outlaid by the company. |
Charge Back | Amount expected to be claimed back from the original supplier/trade. |
Total | Calculated total of the Enterprise and Charge Back values. |
Variance (From Forecast) | Calculation of the difference between the Forecast Total and the Total. |
Notes Group
Enter notes about the maintenance request, as required.
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| Tip |
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New maintenance items can be entered by clicking the New toolbar icon. |
Maintenance Item List
Maintenance Items List
Column | Description |
|---|---|
Primary | The primary maintenance item. The first item created will automatically be the primary item. |
Ordered | Date the item was ordered. |
Supplier | Supplier of the maintenance item. |
Forecast | Forecast cost of the maintenance item. |
EPrise | Enterprise. Amount expected to be outlaid by the enterprise. |
CBack | Charge Back. Amount expected to be claimed back from the original supplier/trade. |
Total | Calculated total of the Enterprise and Charge Back values. |
Variance | Calculation of the difference between the Forecast Total and the Total. |
Signed Off | Date the request work was signed off. |
Notes | Enter notes about the maintenance item. |
Procedures
Creating A Maintenance Item
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