Request Confirm Tab

From the Request Confirm tab, you may allow dashboard users to change the default values of a work order that are derived from provider assignments and the issue list, such as the provider, category, or priority.

List of Settings Under the Request Confirm Tab

• Changeable Category: Allows dashboard users to assign a different category to a work order.
• Changeable Priority: Allows dashboard users to change the priority of a work order.
• Priority Selection required (No default): Sets the default for priority as "please check a priority" allowing the dashboard user to choose.
• Maintain or Decrease Priority: Limits dashboard users options to only change priorities to a further out scheduled time.
• Changeable NTE: Allows dashboard users to change the NTE (not-to-exceed amount).
• Changeable Currency: Allows users to change the currency when placing a work order unless the provider has a preferred currency already set.
• Changeable Scheduled Date: Allows dashboard users to change the scheduled date.
• Changeable Provider: Allows dashboard users to change the provider.
• Enable Accounting Fields: Allows dashboard users to view the GL code and the additional approval code before submitting a service request.
• Changeable GL Code: Allows dashboard users to edit the GL code and the additional approval code before submitting a service request. Make sure you also have the Enable Accounting Fields checkbox activated.
• Enable Linked Requests: Allows dashboard users to create linked work orders.
• Show Recipients: Displays the email of the service provider who will receive the request.
• Add Copy Recipient: Allows dashboard users to add additional recipients with access to the location.
• Delete Copy Recipients: Allows dashboard users to remove default email for the selected service provider.
• Empty Provider Email Notification: Adds a note to the work order should an email not exist for the service provider to receive the request.
• Enable PO Field: Allows dashboard users to add a purchase order number while creating a new work order.
• Require PO Number: Requires dashboard users to enter a purchase order number when creating a work order.
• Enable Work Order Field: Allows dashboard users to add a work order number; that differs from the Service Provider work order number or when a duplicate work order is created.
• Enable Labels: Allows dashboard users to add existing labels or create a new label during the creation of a work order.
• Labels as Select-Only: Disables users from creating new labels and must select from a predetermined list of labels.
• Edit Weather Type: Allows dashboard users to select a specific weather type to associate with a work order.
• Show Asset: Shows the asset associated with the work order on the work order creation confirmation page
• Enable Assignee: Allows dashboard users to assign the work order to a specific person on the work order creation confirmation page.