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Maintenance request management refers to the construction issues raised for a house, including requests and related items that require attention.
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.
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. |
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Field | Description | |||||||
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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 | |||||
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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. Example: Letter
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Reply Group
Field | Description |
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Required? | Does the person or organisation require a response to the maintenance request?
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Reply | Date the reply was sent. |
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Field | Description | |||
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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. Tip: This
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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. Tip: The
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Start Group
Field | Description |
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Required? | Is a start date required for the maintenance request?
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Start | Date the work started. |
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The Items tab is used to create multiple maintenance items, if required, to fulfil a single maintenance request.
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New maintenance items can be entered by clicking the New toolbar icon. |
Maintenance Item List
Maintenance Items List
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- Click the New toolbar icon. The Maintenance Item dialog will be displayed.
- Enter the maintenance item details.
- Click OK. The dialog will close and a new maintenance request item will be added to the Maintenance Items list.
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Multiple maintenance items can be entered. |
Generating and Emailing Maintenance Work Orders
Work Orders can be Previewed, Printed, or Emailed for a Request Item.
The reports are accessed by selecting the Print or Preview icons on the Maintenance Request dialog.
Select the Report required, and click Email, Preview or Print.
A PDF will be generated an, depending on your selection, be attached to an Framework Email, displayed, or printed.
Maintenance Request Dialog - Inspections Tab
The Inspections tab displays the Inspections and Items booked for the Request.
