The Request tab allows you to customize the work order creation process for dashboard users including, for example, settings for duplicate work order warnings and recalls.
- For all desired fields:
- Enter the desired details in related text fields
- Check/uncheck the boxes next to the desired options, and/or
- Select desired items from a drop-down list as necessary,
- 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 Tab
The following settings in the Request tab also affect SC Mobile app users: Enable Request Wizard, settings for duplicate warnings, and the permission to mark assets for repair or replacement.
- Enable Request Wizard: Allow dashboard users to add work orders.
- Turn Off Problem Description: Stop users from adding problem description for work orders.
- Show Private Store Notes: Display location notes from location note headers that are marked as Private.
- Show Last Service Call: Show the previous service request description and status in the new request email sent to service providers.
- Show Provider Phone Number: Display the service provider’s phone number on the confirmation screen after a new request is submitted.
- Set Original Vendor for Recalls: Assign recalls to the original service provider; when this box is left unchecked, a recall will be assigned to the primary ranked provider, even when a different service provider originally completed the work order.
NTE to Zero For Recalls: Set the NTE to zero to for recalls.
Important
Remember to enable Set original Vendor for Recalls when you set NTE to Zero for Recalls.
Days Of History To Display: The maximum age (in number of days) of completed work orders that display as possible duplicates while creating a similar work order.
Work orders in the Open status may list as possible duplicates even when they are older than the number of days specified.
- Show Store Warranty: Settings for stores under warranty:
- None: Allow users to create work orders for stores under warranty; store warranty message does not display.
- Show: Display store warranty message in the Request Service screen, but allow users to create work orders.
- Stop: Prevent users from creating work orders for a store under warranty.
- Store Warranty Message: Warranty message to display if you selected Show in Show Store Warranty above.
- Confirmation Message: Confirmation message that appears after a user submits the work order.
- Provider Not Found Message: Custom message to appear when a service provider has not been assigned for the selected trade.
- Filters For Duplicates: Criteria to identify duplicate work orders (similar work orders in the Open, In Progress, and Completed statuses list as possible duplicates).
- Excluded Categories For Open Duplicates: Open or In Progress work orders belonging to the selected categories do not display as possible duplicates.
- Excluded Categories For Closed Duplicates: Closed work orders belonging to selected categories do not display as possible duplicates.
- Excluded statuses: Work orders in selected statuses do not display as possible duplicates.
- Disable Duplicate WO for Trade: Prevent users from creating new work orders for selected trades when an original work order exists in Open, In Progress, or Completed/Pending Confirmation status.
- Enable asset: Allow dashboard users to select specific assets for new work orders.
- Enable Asset Replacement Flag: Allow dashboard users to mark an asset for repair or replacement.
- Enable Location Notes: Applies to Dashboard 2.0 only. Allow dashboard users to view location notes while adding a work order for a location.