Obtaining Work Request Information

Query for work requests using either the personalized, simple, or advanced search modes. The personalized mode enables you to select specific fields that you like to search with. The simple search mode displays commonly used fields that are normally used for searching. The advanced search mode provides more search criteria options. From the results table, you can view, update, and create work requests.

arrow icon   To obtain work request information using the simple search:

  1. Navigate to the Work Requests tab (Self Service Work Requests: Work Requests tab).

  2. Choose Simple Search.

  3. Populate at least one of the following fields:

    1. Optionally, if you know the specific work request number to view, select a Request Number.

    2. To limit your selection, optionally select an Asset Type. If you select Capital, work requests that are created for Asset Numbers appear. If you select Rebuildable Inventory, work requests that are created for Rebuildable Items appear.

    3. Optionally select an Assigned Department.

    4. Optionally select a Status. See: Work Request Statuses.

    5. Optionally select an Asset Number to search for related work requests.

  4. Choose Go.

arrow icon   To obtain work request information using the advanced search:

  1. Navigate to the Work Requests tab.

  2. Choose Simple Search.

  3. Choose Advanced Search to narrow your selection criteria. Populate at least one of the following fields:

    1. To narrow your selection, optionally select an Asset Type. If you select Capital, work requests that are created for Asset Numbers appear. If you select Rebuildable Inventory, work requests that are created for Rebuildable Items appear.

    2. Optionally select an Asset Group. An Asset Group is a grouping of similar Asset Numbers. See: Defining Asset Groups.

    3. Optionally select an Asset Number to search for related work requests.

    4. Optionally select an Asset Category. This is the Class and Subclass code, such as CRANE.OVERHEAD or BUILDING.FLOOR. See: Setting Up Category Codes.

    5. Optionally select an Add Another value.

      • Optionally select Area. This is a user-defined listing of logical areas of work. Areas are where the assets reside. For example, North Plant, East Wing, or Area 1. See: Setting Up Areas.

      • Optionally select an Assigned Department to view all work requests associated with a specific department. See: Defining Departments and Resources.

      • Optionally, if you know the specific work request number to view, select Request Number.

      • Optionally select Request By Date.

      • Optionally select a Status. See: Work Request Statuses.

      • Optionally select a Priority. See: Work Order and Work Request Priority Codes.

      • Optionally select Request Type. Request Types describe and categorize work requests. For example, Manual, System, Routine, Capital, and Furniture. Work Request Types are user-defined (See: Work Request Types).

      • Optionally select Work Order to display all work requests associated with that Work Order. An unlimited number of work requests can associate with a Work Order.

      • Optionally select Creation Date to view work requests created on a specific date.

      • Optionally select Created By to view work requests created by a specific user.

      • Optionally select Requested For to view work requests requested for a specific user.

      • Optionally select Include children from hierarchy. If there are populated search criteria, they are applied (or effective) on the results of all the current Asset Number's work requests and its children. If Asset Number is not populated and Yes is selected, the Include children from hierarchy check box setting is neglected and other search criteria are considered.

  4. Choose Go.