Maintenance Requests

Return to Maintenance

Article Index

The Maintenance Requests screen is used to manage all maintenance requests for a selected job. Each maintenance request is listed on the screen, with the most recent at the top of the list. Each request in the list may include one or more maintenance items.

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

Click New. The General tab of the Maintenance Request dialog will be displayed.
Enter the details.
Select the Items tab.
Enter the details.
Click OK. The dialog will close and a new maintenance request will be created.

Creating An Inspection Appointment On The Maintenance Request Dialog

Click New. The General tab of the Maintenance Request dialog will be displayed.
Click the Current Appointment popup dialog button. The New Appointment confirmation prompt will appear.
Click Yes to create a new appointment. The New Diary dialog will be displayed.
Enter the details.
Click OK. The dialog will close and the appointment details will be displayed on the General tab of the Maintenance Request dialog.
Enter the details.
Click OK. The dialog will close.

Maintenance Request Dialog - General Tab

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

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

Field

Description

Stage

Current work flow stage of the request item, based on the selections and information entered. This field cannot be edited.

Example

Awaiting Reply, Awaiting Sign-off, etc.

Raised Group

Field	Description

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.

Example

Letter, phone, email, in-person, etc.

Reply Group

Field	Description

Field

Description

Required?

Does the person or organisation require a response to the maintenance request?

No (default): The person or organisation that raised the request does not require a reply.
Yes: The person or organisation that raised the request requires a reply.

Reply

Date the reply was sent.

Inspection Group

Field	Description

Field	Description
Required?	Is an inspection of the maintenance performed required? Yes (default): An inspection of the maintenance request is required. No: An inspection of the maintenance request is not required.
First Appointment	Date of the first appointment. This field cannot be edited. This field will always display the date of the first appointment booked against the request. If subsequent appointments are booked, the most recent date will be displayed in the Current Appointment field.
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.

Start Group

Field	Description

Field

Description

Required?

Is a start date required for the maintenance request?

No (default): No work is required.
Yes: Work is required.

Start

Date the work started.

Complete Group

Field	Description

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

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.

Maintenance Request Dialog - Items Tab

The Items tab is used to create multiple maintenance items, if required, to fulfil a single maintenance request.

Maintenance Item List

Maintenance Items List

Column	Description

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

On the Items tab of the Maintenance Request dialog:

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.

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.