Creating Technician Request Visit for Location
To create a technician request visit for location:
1. Tap the asset from the Asset screen.
2. Tap Location in the Information section.
3. Tap the View Location Details screen.
4. Tap Request.
5. Tap Technician Visit from the Service Type.
6. Tap Next.
7. Tap the asset(s) to select.
A list of assets available for the location is displayed. You can select up to 20 assets for a single request. You can also search for the asset. To search the asset:
a. Tap the search bar and enter the asset details. A list of assets available for the location is displayed.
b. Tap the required asset to select.
c. Tap Other Locations to view the assets from other locations, if available.
d. Tap the required asset to select and add to the request.
8. Tap Selected Assets to view the list of assets selected.
9. Tap Next.
10. Select the type of service.
11. Tap Next.
12. Enter the details in the Problem Description.
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The description is not mandatory but provides additional information about the service request.
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13. Upload the photos and or videos of the asset(s). You can add up to five photos and or videos.
14. Use the annotation tool to:
◦ Crop the captured photo.
◦ Draw lines/curves.
◦ Add text.
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You can select the color for drawing or adding text. The annotated photo can be uploaded. When the image is annotated and added to the customer request, a copy containing the annotation is added to the customer request. The original image without annotation is saved on the device.
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15. Tap Next.
16. Tap the search box in Contact to select the contact from the Select Contact screen.
17. Tap Add Selected.
18. Tap Add an alternate contact.
19. Enter the contact details in the Alternate Contact screen.
20. Tap Add Alternate Contact.
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To comply with the GDPR (Data Privacy Rules):
• If enabled and captured for a request, the alternate contact exists when the request is in a Submitted, Open, or In-Progress state.
• When the request is moved to the Completed or Cancelled state, the alternate contact details are deleted permanently.
This applies to:
• Single Asset Request
• Multi-Asset Request
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21. Tap Next.
22. Enter the location of the asset. You can also provide the instructions for the technician.
23. Tap Next.
24. Answer the additional questions, if configured.
25. Tap Next.
26. Tap Submit Request. You can review the details and edit the information before submitting the request.
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When a request is submitted, a Customer Request Record is created and a Flow is initiated to create a Work Order or a Case if configured.
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