To add a repair task

The procedure to add a repair task is as follows:

1. Using the global search facility, type in the first few characters of either the contact who requested the repair or the asset address 1.
2. Double-click on the row containing the exact record match. Where the expected record is not listed, a more advanced search can be conducted using the spy-glass icon ().
3. Click on Repair Requests (contact summary 360 view) or Repairs (for an asset) 2. The Repairs History tile (or Repairs tab) is activated, revealing a list of all recorded repairs in the Repairs History summary table.
4. Double-click on the row containing the specific repair request awaiting task allocation. The Repair Request window is displayed.
5. Click on Tasks. The Tasks tab is activated.
6. Enter a SOR code or component of the SOR description into the Search task field provided  3. Select the desired SOR from the filtered drop-down list 4.
7. Activate / De-activate the tick boxes for Required pre inspection and Required post inspection, as appropriate. The default values are taken from the SOR code attributes 5.
8. Use the Additional description and Special instruction fields to add any contextual information relevant to the task.
9. Enter the Quantity required to conduct the repair.
10. Using the Location drop-down field, select an appropriate parameter value to match the repair e.g. Hall, Living Room, Stairwell, etc.
11. The Priority drop-down field will automatically display the default value for the selected SOR code but can be revised, as appropriate 6. The Start date and Completion date for the task will be derived from the rules linked to the Priority parameter value selected.
12. Where the cost of the order is to be met by a third party, activate the Recharge tick box provided and choose the corresponding Recharge type using the adjacent drop-down field; all supporting contextual information should be inserted into the accompanying Recharge notes box 7.
13. Using the Analysis drop-down field, select a parameter value to characterise the nature of the repair, as required.
14. Click on Add / Update Tasks. The recorded task is displayed in the Tasks summary table.
15. Repeat steps 6 through 14 to add additional tasks.
16. Click on Save 8.

Note

1 The search facility will automatically return all possible matches for a contact's first name and last name once the Number of characters before an automatic search commences system preference is reached; it will likewise return all possible matches for any corresponding address field.

2 The availability and customisation of all Contact Summary 360 View tiles is controlled separately for each end user via their unique system profile.

3 The Search task field will operate as a dynamic search function and match against the SOR code or any element of the SOR description.

4 Only SOR codes linked to a valid priority are available for selection.

5 The Appointable attribute (an appointment is required to carry out the task) is set within the SOR code and displayed for reference only i.e. it cannot be changed within the task.

6 The system preference Filter order priority by SOR selection via contract definitions ensures that only those parameter values matching the triggered contract definitions are available for selection.

7 The system preference Require recharge validations when the recharge checkbox is selected controls whether the recharge classification and contextual fields are mandatory. Additionally, the system preference Order status for recharge trigger determines which progression point within the lifecycle of each works order must be reached before generating the relevant recharges.

8 Until a contractor is selected to carry out the resulting works order, the tasks can be updated or deleted.

See related topics...

Repairs order management overview

To edit a repair task

To delete a repair task

To raise a repair request

To create a contract definition

To define the user profile

To define a system preference value

Using the search facility