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Quick-Start / Building Operations

Create Work Requests

When you create a work request, you make selections to complete the Report Problem form. This makes completing the form quicker than typing, and increases the accuracy of your entries. If the needed selection is not available, you can add the information from the form by clicking the Add New button.

Important Information for Creating Work Requests

The following is key information for submitting a work request:

• Location: By default, the form lists your work location, if it is entered, as the location for the work, but you can change this as needed. You must enter a building for the request, but you can also enter a site, floor, or room. The additional level of detail is up to you.
  Click here to see the steps for adding locations from the Report Problem form.
  

  You will need to add your own locations when you begin submit your actual work requests. When you add your locations, the work you submit for these locations will not be deleted when you delete the sample data, as only work associated with the BOSMED location is deleted.

  The simplest way to add your own locations is to add buildings from the Report Problem form.Using this form, you add a few basic fields. If you want to add more information, you would use the Define Locations task. See Defining Locations.

  To add you locations from the Report Problem Form:

  1. From the Quick-Start Home page, select Operations Console.
  2. From the top of the console, click Report Problem.

     The Report Problem form appears.

  3. In the Locations section, remove the selection from Use your Assigned Workspace location.
  4. Mouse over the Location field to show the Select Values button:

     

  5. Click the Select Values button for the Building field. The building is required when entering a work request and you will need to have your own buildings entered.

     The Select Value - Building form appears to select a building. From this form, you can review the available locations.

  6. If you want to add a new building, click Add New at the bottom of the form.

     

  7. You can see that your building is not in the list, so click Add New at the bottom of the form. The Add New Building form appears.

     

     1. Enter up to 8 letters, numbers, or characters to identify the building. The Building Code is a shorthand way for the system to identify the building.
     2. Enter up to 25 characters for the Building Name.The Building Name is longer, and can therefore be more descriptive.
  8. Click Save,

     The Building you entered appears in the Report Problem form, and it will be available for selection from now on when you report problems.

     Tip: If you want to add a floor or a room, you would follow the same steps 1 through 5 above, but in step 5 you would select the Select Values button for the floor and the room to add each of these.

     Tip: If you have a floor plan drawing for the location that you have connected to ARCHIBUS, after selecting a floor, click Drawing. The application loads the drawing. Click on a room in the drawing to select it. This populates the Location field on the Report Problems form with all room and its associated site, building, and floor.

• Description The description provides details on what needs fixing, so that the craftsperson can better understand the problem, and can bring the necessary tools and parts. As you type, any descriptions that have been entered as background data, and that match your typing appear. Click on one of these descriptions to enter it in the form, or continue typing to enter your new description. You can enter a new description by typing, but only descriptions that have been entered as background data are saved for future selection. The Description is required. If you wan to add descriptions that will be available for future selection, see Adding Problem Descriptions as Background Data.
• Problem Types. The application ships with common problems types that you can select when reporting work. If needed, you can add to this list by using the Add New button. Although the Problem Type is not required, entering it can be an easy way to clarify what the problem is, and enables you to generate reports that help you evaluate your work by its type. For example, the Open Work Requests by Problem Type and Status report enables you to review how many work requests are open for each type of problem, helping you evaluate which types of problems are most frequently occurring, and which are creating bottlenecks. Also, the Planning Board organizes tasks by Problem Types, so only work request that have a problem type show up on the Planning Board.
Click here to see the steps for adding problem types.
The application comes with commonly encountered problem types found in the Quick-Start sample data. These Problem Types are preserved even after you have deleted the sample data, so they are available for you to work with as you add your own data. If you find that you need additional problems, you can add them directly from the Report Problem form as you work.
Problems are added as two tiers. The first tier is the broad category that the problem fits into. The second tier is a more specific description. Having two tiers means that similar problems are shown together in the list, so you can readily see all the possibilities when making your selection.For example, by having Leak | Ceiling and Leak | Faucet, you see both choices for describing a leak.
To add a new problem type:
1. From the Quick-Start home page, select Operations Console.
2. From the top of the console, click Report Problem.

   The Report Problem form appears.

3. In the Problem section of the screen, click View All Problems.
4. The Select Value - Problem Type form appears.

   

5. At the bottom of the form, click Add New.

   The Add New Problem Type form appears.

   

6. You can do one of the following:
   • To add a new top -tier category for problem types:
     1. Select the First Tier option button,
     2. Enter the Problem Code (unique identifier for this top-category problem.)
     3. Enter the Problem Description ( a fuller description of the work that would fit into this category.)
     4. Click Save.
   • To add a new second tier description for an existing first -tier category:
     1. Select the Second Tier option button.
     2. Mouse over the First Tier field, and click the Select Values button .
     3. The Select Value form appears.
     4. Select the First Tier for the problem.
     5. When you make the selection, the Add New Problem Type form appears filled in with your selection.
     6. Enter the Problem Type Code for the second tier. For example, for a Leak first-tier category, you might enter Toilet. The Problem Type Code is required.
     7. Enter the Problem Description. This helps users further when to select this problem.
     8. Click Save.
7. The Report Problem form appears with the Problem Type filled in with the Problem Type you defined.

After selecting data to describe the problem and its location, you submit the request. It is now available in the Building Operations Console for you to mange.

Next step

Issue Work

More details

How to Create Work Requests

See Develop your Space Inventory if you want to be

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Managing Work from Beginning to End