Request Confirm Tab

Owned by Chellie Esters
Last updated: Mar 29, 2023 by Caroline Antoun

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.

⦿ How to Modify Request Confirm settings
  1. For all desired fields:
    1. Enter the desired details in related text fields
    2. Check/uncheck the boxes next to the desired options, and/or
    3. Select desired items from a drop-down list as necessary,
  2. Click Save Changes at the bottom of the screen. A confirmation message appears at the top-right corner of the screen.

List of Settings Under the Request Confirm Tab

Important

The following settings in the Request Confirm tab also affect SC Mobile app users: Changeable Category, Changeable Priority, Changeable NTE, and Changeable Provider.

  • 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.

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