Submit a Scheduled Task

You can quickly submit a scheduled task. When scheduled tasks are set up, they automatically populate the Request Queue based on the schedule requirements.

1. Navigate to Service Request > Submit Request. The Service Request screen displays.

2. Select whether the request is for me, another person, or a specific asset. In this example, the service request is for myself.

3. If you create a ticket for yourself, your location is selected by default. If a location is not defined automatically or differs from the default selection, enter the correct location in the Location field.
4. In the Request Type section, select a request type. The available request types are narrowed as you select the new request in this section.

After you select a request type, then you can complete the details:

5. Click the toggle for One Time or Recurring.

One Time

1. Click the Priority level, either Urgent, High, Normal, or Low.
2. Click the Date Required picker to select the date and time.
3. In the Comments field, enter any comments.
4. If you need an upload an attachment, then either drag and drop an attachment to the field or click the attachment field and then select the file to upload.
5. If you know who the operator is, then from the Operators drop-down, select an operator. 
6. Click the Submit Request button.

Recurring

3. In the Request Comments field, enter any comments.
4. Click the First Date Required/Time Required picker to select the date and time.
5. From the How Often? drop-down, select the frequency.
6. In the Submission Date drop-down, select the number of days before the schedule date.
7. Click the Submit Request button.

A message displays the service request ticket number and you will receive an email notification.