Create Request

Create Maintenance Requests

Introduction

A Maintenance Request can be created for an Asset or a Maintenance Request Group or a location to describe a problem that requires immediate attention, or an issue that may require further investigation.

Prerequisite

Setup for Maintenance Requests has been completed.

Audience
Technician, Operator

Create Maintenance Requests

Create Maintenance Requests to make a manager or planner aware that an Asset may require a maintenance or repair job - without actually creating a Work Order. If required, a Work Order may subsequently be created based on a Maintenance Request. Maintenance Requests can be create for all Assets in EAM-BC.

You can create a Maintenance Request without selecting an Asset. This is relevant if an employee creates a Maintenance Request but does not know the exact Asset No. In that case, a detailed description is required to identify exactly where in a production department or work center a problem is reported.

  1. On your Role Center > Actions section, select + Request, or
    1. Search for and select the Maintenance Requests list, then select New > Create Request.
  2. In the tree view, select a Group or an Asset.
  3. Select Create Request to create a new Maintenance Request.
  4. Refer to Test Case sections below for step-by-step procedures on how to create Maintenance Requests:
    1. Test Cases Create Request for a Maintenance Request Group (general), and Details - when creating, or
    2. Test Cases Create Request for an Asset, and Details - when creating
    3. Optional when you create Maintenance Requests: Add Pictures or Add Files to your Maintenance Requests

Below you see an example of a Maintenance Request.

Example: Maintenance Request created for a transmission gear unit

Create for the group - from the list with Maintenance Requests (general)

Steps 6

  1. Select the magnifier in the corner.

  2. Enter 'Maintenance Requests' in this window.

  3. Select Maintenance Requests visible in Go to Pages and Tasks area.

  4. Select New in the ribbon.

  5. Select Create Request.

  6. The next steps are described in other test case scenarios.

Expected

The user can create Maintenance Request from the list with Maintenance Requests.

Create for the Asset - from menu (no picture/no files)

Data Requirements

  1. At least one Maintenance Request Type exists.
  2. At least one Maintenance Request Priority exists.
  3. At least one Maintenance Request Group (with at least one Asset) exists.

Steps 8

  1. Select the magnifier in the corner.

  2. Enter 'Create Maintenance Request' in this window.

  3. Select Create Maintenance Request visible in Go to Pages and Tasks area.

  4. Ensure that Assets are shown - the Hide Assets button is visible in the ribbon.

    If not - Select Show Assets in the ribbon.

  5. Expand the group by selecting the arrow visible next to the name of the group.

  6. Highlight the row with the Asset for which Maintenance Request is being created.

  7. Select Create Request in the ribbon.

  8. The next steps are described in other test case scenarios.

Expected

The user can create Maintenance Request for Asset in Maintenance Request Group.

Details - when creating

Data Requirements

  1. At least one Maintenance Request Type exists.
  2. At least one Maintenance Request Priority exists.

Steps 12 expand

Expected

The user can process and create a Maintenance Request.

Add pictures

Data Requirements

  1. A device with a camera.

Steps 6

  1. When Maintenance Request is being created.

  2. Select Take Picture.

  3. Take a picture.

  4. Select Use.

  5. To add more pictures - repeat steps 2 - 4.

  6. You can finish adding pictures to Maintenance Request.

Expected

The user can add pictures to Maintenance Request.

Add files

Data Requirements

  1. Prepared file on a drive.

Steps 6

  1. When Maintenance Request is being created.

  2. Select Upload File.

  3. Select Choose....

  4. Find the file on the drive.

  5. To add more files - repeat steps 2 - 4.

  6. You can finish adding files to Maintenance Request.

Expected

The user can add files to Maintenance Request.

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