Last changed in 03/09/2024
After being configured, the request types allow you to classify requests and apply specific behaviors. To create a request type, select the option Settings | Requests | Request Types:
- The list of request types is displayed;
- Press the "Create" button.
The request types are divided in 3 main sections:
- Main settings
- Generate WO. Automatically generated when the request is created.
- Create without an asset. Allows to create a request without an asset.
- Closing by the requester is mandatory. The requester, the person who recorded the request, is required to close it.
- By default. Option that allows a default request, which will be suggested when creating the request.
- Default values (when the checkmark Generates WO is activated
- The priority level is now mandatory, that will be the Priority level associated to the generated work order.
- The workshop is now mandatory, that will be the workshop associated to the generated work order.
- Work order type, which will be the work order type associated to the generated work order.* Mandatory when the option Generate WO is active.
- Maintenance Plan, which will be the Maintenance Plan associated to the Work Order.
- The observation template is a template that contains information the user must fill in and it will be suggested on the request observations, according with the type of request selected.
- Remarks
- Free text, it can be the detailed description of the request type.
It's not possible to create a request type with the option "Generates WO" and "Create without an asset".
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