Work Request Incident

The Work Request Incident frame allows you to create an incident for a unit, component, or department that needs work done, when entering the incident on the Work Request Main frame would require more detail. The incident gathers initial or general information before the next step. You can then create a work request from the incident at a later time.

You can use the Screen Designer frame to customize the Work Request Incident frame.

How to:

Create an Incident

Select Unit, Dept, or Comp.
Enter the unit, department, or component number or select from the list of values. The description displays.

Note: A warning message appears when you enter a unit or component in sold or budgeted status. New Incident will not be available.

Select New Incident.
Enter the Status.

Note: User-defined field, limited to three characters.

Select the Incident Status:

Pending (default for new incidents)
WO Open
Finished
Closed
Rejected
WR Created

Select Save.

Notes

When a warranty exists, the Action Required window appears asking if you want to view the warranty. Select Yes to open the Warranty Unit Setup frame. Select No to close the window.
Open Date/Time, Last Status Change, and Last Incident Status Date fields populate automatically and are read-only.

Notes

Notes is a free-form field for you to add any additional notes or details about the incident. This is a required field.

Unit

This section appears when you create an incident for a unit only.

Serial Number	Automatically populates from Unit Main if the unit has a serial number.
Date In Service	Unit in service date.
Parking Location	Parking location for the unit.
Maintenance Location	Location where the maintenance will be performed.
Asset Class	Asset class code of the unit.
Meter, Reading, Type	Primary and secondary meter readings of the unit.

Department

This section appears when you create an incident for a department only.

Maint. Location - Indicates the location where the maintenance will be performed.

Component

This section appears when you create an incident for a component only.

Serial Number	Automatically populates from Component Main if the unit has a serial number.
Date In Service	Component in service date.
Parking Location	Parking location where the component is currently.
Maintenance Location	Location Maintenance for the component.
Failed at State	State of component where it failed.
Meter, Reading, Type	Primary and secondary meter readings of the component.

Additional Information

Source	Service request source name.
Symptom	Displays when system flag 5008 is Y.
Priority	Values are one through nine.
Zone	User-defined value.
Component	User-defined value.
Condition	User-defined value.
Run	Displays when system flag 5008 is Y.
Block	Displays when system flag 5008 is Y.

Contact

Reported By	Indicates who reported the work incident.
Name	Indicates the work incident contact name.
Phone	Indicates the work incident contact phone number.

System Flags

Flag No.	Description	Notes
2008	Enforce Parking location?
2010	Validate User/Operator as a valid Employee ID	Validate User/Operator as a valid employee? This flag requires that a operator of a unit be designated as such in the Employee Main frame of M5. The default for this is "N".
5001	Adopting 3-char SYSTEM code/10-char JOB code?	This flag allows the user to define how they wish their job codes to display. If "Y", a 3-char system code is needed with the job code like 02-013-001. If "N" (the default), M5 utilizes the standard job code like 02-13-001.
5008	Use Run / Symptom / Block on Incidents	Setting this flag to Yes will cause 3 new fields to display on the incident screen (Symptom, Run, Block).
5211	Work Request Incident - Enhanced Field Requirements?	If this system flag is set to "Y", the following 3 fields will be required on Work Request Incident screen: Parking Location, Reported By and Name. The field Reported By is subject to business rules associated with system flag 2010. If 2010 is Y, Reported By will be required and must be a valid employee. If 2010 is N, Reported By will be required but not validated. The field Name is subject to business rules associated with system flag 2010. If 2010 is Y, Name is always read only. If 2010 is N, Name will be required but not validated.
5217	Control symptom entry on Incident Main, WR Main, and WO Main (Y/N)?	The system flag title will control symptom code entry on Incident Main, Work Request Main, and jobs on Work Order Main using both asset class and source. If Y, then both the asset class and the source will control what symptom codes can be entered or seen using the LOV on the Incident Main, Work Request Main, and jobs on Work Order Main screens. If N, then the user can enter any symptom regardless of asset class or source.
5341	Create Commercial WO Entries from Incident Entry? (Y/N)	The default will be N to preserve existing functionality where the creation of work orders and the hyperlink takes the user to Work order Main. If Y, then the user will be taken to the Commercial WO Entry screen instead.
5344	Is incident number required when job reason is flagged as Road Call? (Y/N)	If Y, the incident number column will be added on work order main/commercial work order entry and if job reason added is flagged as Road Call, the incident number is required; If N, the incident number column will not be added and incident number is not required.
5420	Use Availability Popup from Incident Screen? Y/N	Default is N. If Y, the unit availability screen will display upon save of incident screen.

Role Privileges

Role No.	Privilege	Definition
55	EDIT METER 1	Authority to update Meter 1.
56	EDIT METER 2	Authority to update Meter 2..
118	INCIDENT COORDINATOR	Allows the user to turn an incident into a WR (thus allowing access to the create WR hyperlink). If not granted then the user won't see the hyperlink on Incident Main.
120	INCIDENT WO - OPEN	Allows the user to create a work order from an incident from the incident screen using a hyperlink. If the role does not have this privilege, the hyperlink will not appear.