#8 - Set up the Service Request Module
Your Eptura Workplace implementation is based on the plan purchased.
Coordinate on-demand and preventive maintenance tasks in real-time. The Service Request module allows you to manage a wide range of facility service requests, such as repair notifications, equipment installations, and general maintenance activities.
Implementation Tasks
Before your employees can use the Service Request module the following needs to be set up:
- Service Requests can be assigned a priority level to help operators evaluate which requests need to be responded to most quickly. Learn more in Add Edit or Delete Priorities.
- Service Companies represent the third-party maintenance contractors who service the facility. Learn more in Add, Edit, or Delete Service Companies.
- If you need custom fields for your Service Request then these can be defined. Learn more in Add, Edit, or Delete Service Request Fields.
- If you have a particular order or want fields to be hidden then you can customize the layout of the Request Queue. Learn more in Customize the Service Request Module.
Service Request Data
The data for Scheduled Tasks and Service Request Catalog can be arranged to be loaded.
- Scheduled Tasks can be loaded using the Scheduled Task Data import and then later you can update the schedule tasks manually, see Scheduled Tasks.
- Operator Data can be loaded using the Service Request Operators Data import.
- Service Request Catalog Data can be loaded using the Service Request Data import. Then later you can update the following:
- Service Request Type Hierarchy - This is arranged in three-parts such as Category, Sub-category, and Request Type. This is important to visualize when doing administrative work on the module so that you can easily make the necessary additions and changes, with minimal confusion. Learn more in Set up the Service Request Type Hierarchy.
- Request Types - These are individual, detailed requests that fit into a request type category, see Add, Edit, and Delete Service Request Type.
Preferences
We recommend you review and set up the preferences for your organization:
- Notifications can be sent out to your employees or operators.
- Allow Request Cancellation
- Allow 3rd Party Invoicing
- Automatically Assign Operators
- Allow Scheduled Tasks
- Allow Auto Rejection
- Auto Archive Tickets
- Require Resolution
- Vendor Operators
- and much more.
Learn more in Edit Service Request Preferences.
Quick Start
Now, the Service Request module is ready next you can learn about how to use it.