Create a New Work Order From a Schedule Request Occurrence

Users can now create a new work request directly from a schedule request occurrence. Key details are then pre-filled in the new request including:

  • Building
  • Location
  • Due Date (from event date)
  • Associated Schedule Request Occurrence

How it works?

Users who have the ability to create a work order from a schedule request will see a "plus sign" icon that they can select to create a new "associated request".  Either go to the schedule request "Occurrences" grid view or the calendar to find the request you would like to create the work order for. 

 

Then click the new associated request button. Then you can select what work order it will be(if multiple modules are enabled) When on the grid view a new popup will appear in the grid for you to fill out. The building, location and due date will be populated on the new work order. Then fill out the work order and hit submit. These requests will be associated together and a link will appear back to each other on the requests. 

 

 

 

 

 

Setup

To enable this feature first go to the "Admin Settings". Once in the general settings go to the "schedule request settings" and add the module(s) you would like to create a new work order from in "Request associations" drop down.

 

 

While still in the general section of the admin settings next go to the work request settings section of the module you would like to create from a schedule requests (Maintenance Requests, Technology Requests ect...). Then go to the "Request associations" drop down and add the "Schedule Request" module. Repeat this step if associating another module in that modules settings. 

 

 

Once you have done this in the General section of the admin settings, go to the "User Type" section. Then select the edit button of the user type you would like to enable this for. In the first section named "User Type" you will see "View request associations" and "Associate requests."  Each of these need to be changed from none to either "Any" (all requests), "Accessible Buildings" (only your accessible buildings) or "Own"(only requests you have submitted). 

 

**Additionally users will have to have the ability to create a work request in order to create one from a schedule request. **

 

 

 

 

 

 

 

 

 

 

 

 

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