EAM for Business Central

Maintenance Request Setup

Maintenance Request Setup

This manual describes all fields on the Maintenance Request Setup page in Dynaway EAM for Business Central, following the order and grouping from the page. Each field is explained in detail to help administrators configure maintenance request management.

General

  • Initial Status: Specifies the initial status for the created request. Select a status from the Maintenance Request Status. Cannot be a closing status.
  • Status on Work Order Creation: Specifies the status for the request set automatically when a first work order is created for it. If empty, the status is not set automatically. Cannot be a closing status.
  • Status on Work Order Closure: Specifies the status for the request set automatically when the last work order is closed for it. If empty, the status is not set automatically.
  • Reopen Request Days: Specifies the number of days after closing the request in which it is possible to reopen the request. Default is 2. Set to 0 to disable reopening.
  • Last Period View Days: Specifies how many days in the past are checked for closed requests (if 0, then all requests will be shown). Default is 30.
  • Copy Request Description to WO: Specifies if the request description will be copied to the work order description. Enable to ensure work orders inherit request details.

Approval Workflow

  • Default Pending Approval Status: Specifies the default status for requests pending approval. Select a status from Maintenance Request Status. Cannot be the same as Initial Status or Approved Status.
  • Default Approved Status: Specifies the default status for approved requests. Select a status from Maintenance Request Status. Cannot be the same as Initial Status or Pending Approval Status.

Numbering

  • Maintenance Request Nos.: Specifies the number series that will be used to assign numbers to maintenance requests. Select a number series from the No. Series list to ensure each request gets a unique ID.

Notifications

  • Notification Type: Specifies the default notification type for all users (e.g., email, system notification).

Maintenance Request Statuses

Maintenance request statuses define the stages a request can move through in Dynaway EAM for Business Central. Each status helps control the workflow, approval, and closing logic for requests.

How to Use Maintenance Request Statuses

  1. Open the Maintenance Request Statuses page in Business Central.
  2. Add or edit statuses to match your organization's workflow.
  3. Assign status codes, descriptions, and responsibilities for each status.
  4. Configure approval and closing logic using the available fields.

Maintenance Request Statuses Table

  • Code: Unique status code for the maintenance request. This field is required.
  • Description: Description of the status. Helps users understand its purpose.
  • Status Responsible: Indicates who is responsible for assigning the status (user, system, or both).
  • Closing Status: Marks the status as a closing status. Requests with this status are considered closed. Cannot be set for the initial status.
  • Pending Approval Status: Links to another status that represents "pending approval." Used for approval workflows.
  • Approved Status: Links to another status that represents "approved." Used for approval workflows.
  • Specified As Pending Approval Status: Shows if this status is referenced as a pending approval status by other statuses.
  • Specified As Approved Status: Shows if this status is referenced as an approved status by other statuses.
  • Form Templates: Number of form templates assigned to this maintenance request status.

Tips

  • Use the Closing Status field to automate closing requests when a specific status is set.
  • Use Pending Approval Status and Approved Status to build approval chains and workflows.
  • FlowFields help you track how statuses are used in approval logic and templates.

Maintenance Request Priority

Learn how to use priorities to manage and process maintenance requests efficiently in Dynaway EAM for Business Central. This article explains what priorities are, how to set them, and best practices for prioritizing maintenance work.

What are Maintenance Request Priorities?

Maintenance Request Priorities help you indicate the urgency and importance of each request. By assigning a priority, you ensure that critical issues are addressed promptly and resources are allocated effectively.

Priority Levels

Organizations can define their own priority levels, but common examples include:

  • High: Urgent issues that require immediate attention.
  • Medium: Important but not critical; schedule as needed.
  • Low: Minor issues or requests that can wait.

You can customize priority levels to fit your business needs.

How to Set Up Priority Levels

Administrators can configure the available priority levels in Dynaway EAM Setup:

  1. Go to Dynaway EAM Setup in Business Central.
  2. Locate the Maintenance Request Priority section.
  3. Add, edit, or remove priority levels as needed (e.g., High, Medium, Low).
  4. Optionally, set default priorities for new requests.
  5. Save your changes.

Customizing priority levels ensures that your organization’s maintenance process matches your operational needs and terminology.

How to Set Request Priority

When creating or editing a maintenance request:

  1. Select the appropriate priority from the dropdown or list.
  2. Provide details about the issue and its impact if needed.
  3. Submit the request for review and processing.

Maintenance managers can filter and sort requests by priority to plan work and allocate resources efficiently.

Maintenance Request Types

Maintenance Request Types allow you to classify requests based on their nature, source, or required action. By assigning a type, you help maintenance teams understand the context and requirements of each request, improving response and planning.

Common Request Types

Organizations can define their own request types, but common examples include:

  • Corrective: Requests for repairs due to equipment failure or breakdown.
  • Preventive: Requests for scheduled maintenance to prevent issues.
  • Inspection: Requests for asset checks or condition assessments.
  • Improvement: Requests for upgrades or modifications to assets.

You can customize request types to fit your business needs.

How to Set Up Request Types

Administrators can configure available request types in Dynaway EAM Setup:

  1. Go to Dynaway EAM Setup in Business Central.
  2. Locate the Maintenance Request Type section.
  3. Add, edit, or remove request types as needed (e.g., Corrective, Preventive, Inspection, Improvement).
  4. Optionally, set default types for new requests.
  5. Save your changes.

Customizing request types ensures that your organization’s maintenance process matches your operational needs and terminology.

Maintenance Request Types Table

  • Code: Unique type code for the maintenance request. This field is required.
  • Description: Description of the request type. Helps users understand its purpose.
  • Default Assigned To: Specifies the default maintenance group assigned to requests of this type.
  • Default Work Order Category Code: Sets the default work order category when creating a work order from the request.
  • Default Work Order Priority Code: Sets the default work order priority when creating a work order from the request.
  • Form Templates: Number of form templates assigned to this maintenance request type.

How to Set Request Type

When creating or editing a maintenance request:

  1. Select the appropriate type from the dropdown or list.
  2. Provide details about the issue and its context if needed.
  3. Submit the request for review and processing.

Maintenance managers can filter and sort requests by type to plan work and allocate resources efficiently.

Maintenance Group and Assets

Maintenance Groups are collections of assets that share similar maintenance needs or schedules. Grouping assets helps streamline planning, scheduling, and reporting for maintenance activities.

Setting Up Maintenance Groups

  1. Go to Maintenance Groups in Dynaway EAM.
  2. Click New to create a group.
  3. Enter a name and description for the group.
  4. Optionally, set default maintenance parameters (frequency, responsible team, etc.).
  5. Save the group.

Assigning Assets to Maintenance Groups

  1. Open the asset card for the asset you want to assign.
  2. Select the Maintenance Group field.
  3. Choose the appropriate group from the list.
  4. Save your changes.

You can assign multiple assets to a group or move assets between groups as needed.

Managing Assets

Assets are individual items or equipment that require maintenance. Each asset has its own card with details such as: - Asset number and description - Location - Maintenance group - Maintenance history - Attachments and documents

Email Notification Setup

The Email Notification Setup page allows you to configure email notifications for maintenance requests. Fields are grouped as they appear on the page for clarity.

Report Settings

  • Create Request Report ID: Specifies the report used for email notifications when a request is created (70480326).
  • Modify Request Report ID: Specifies the report used for email notifications when a request is modified (70480327).
  • Close Request Report ID: Specifies the report used for email notifications when a request is closed (70480328).

Email Subject Settings

  • Create Request Subject: Sets the subject line for emails sent when a request is created.
  • Modify Request Subject: Sets the subject line for emails sent when a request is modified.
  • Close Request Subject: Sets the subject line for emails sent when a request is closed.

Recipient Settings

  • Default Recipient E-mail: Specifies the default recipient email address for notifications.

These grouped fields allow you to customize the reports, subjects, and recipients for email notifications related to maintenance request creation, modification, and closure.

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