Create and Edit Requests

Create and edit maintenance requests on the Mobile Client

Introduction

Requests are used to report faults and errors on machinery in your production department.

Prerequisites

The Requests module is installed on the Mobile client.

Setup for Requests is completed in the Dynaway mobile app in D365FO.

Audience
Maintenance Manager, Technician

Overview

You can create and edit maintenance requests on assets, if you detect an error, a faulty setup, or a need for inspection on a machine / work center. A maintenance request can be converted to a work order, if required.

Before you can start working on the Mobile Client, you must first sign in.

Mobile Client start screen
Mobile Client start screen

Create a Request

  1. On the Request lists screen, select the 'More' button and Add request.
  2. On the Create request screen, search for and select the asset you want to create a request for. You can search for assets in three ways: by typing information related to the asset, searching by scanning, or selecting an asset from the asset tree. Either:
    1. Enter the complete asset ID, or enter part of the ID to make a more general search. Example: To find asset ID "C0002", you can enter C00 or 02 in the search string, or
    2. Select the QR code icon to search for an asset using a QR code or barcode, or
    3. Select the Asset tree icon next to the search field to find an asset based on its functional location from the asset tree.
  3. Proceed by selecting the asset that you're creating the request for. Information about Asset name and Functional location is automatically inserted.
  4. In the Description field, enter a description for the request.
  5. If required, enter additional notes in the Notes field.
  6. Select a Request type.
  7. Select a Service level.
  8. If the request requires a downtime activity to complete the job, select start date and time for the downtime activity in the Downtime activity field. Select Set to save the registration. If the request is converted to a work order, the start date and time for the downtime activity is added to the work order.
  9. Select Save. The request is added to your Downloaded Requests list. You might also be able to see the request in a user-defined list.

Create a request.
Create a request.

View and Edit a Request

  1. On the request lists screen, select Downloaded requests. This is a predefined list, which includes all the requests that are available to you online and offline.
  2. Select a request in the list.
  3. Select the Asset line to view information about the asset. Select the 'Return' button in the upper-left corner to return to the request details screen.
  4. The request lifecycle state is shown in the upper-right corner of the request details screen, for example, "New", "In progress", or "Finished". You can change the state by selecting it to open the Change state pop-up.
    1. You can also change the state by selecting the 'More' button and Change state.
  5. In the Notes field, you can view, add, and edit request notes.
    1. Select the Notes field to add or edit notes.
    2. Write your notes.
    3. Select an area outside the Notes field to save your changes.
  6. Select the 'More' button and Edit request to open the Edit request screen. Here, you can add and edit request information as you require.

Note

You can only edit a request as long as a work order has not been created for it.

    1. Select the Description field and edit the request description.
    2. Select the Notes field and edit the request notes.
    3. In the Request type field, select a request type in the list.
    4. In the Service level field, select another service level in the list, if required.
    5. If the request (and the related work order) requires a downtime activity to complete the job, select start date and time for the downtime activity in the Downtime activity field. If the request is converted to a work order, the start date and time for the downtime activity is added to the work order.
  1. Select Save to save your changes.
    1. If you're asked about your location, select Allow to allow geographic location data to be logged. This information is transferred to a related work order if the request is converted to a work order.
  2. If you want to cancel without saving changes, select the 'Cancel' button to return to the request.
  3. On the request details screen, select the 'Open Requests module' to return to the Request lists screen.

Attachments

You can view and add attachments to a request.

View attachments

  1. On the Request lists screen, select Downloaded requests.
  2. Select a request in the list.
  3. Select Attachments.

Note

If attachments are related to the request, you see a number on the Attachments line, showing the number of attachments.

  1. Select an attachment in the list to download and view it.
  2. Select the 'Return' button until you return to the request.

Add an attachment

  1. On the Request lists screen, select Downloaded requests.
  2. Select a request in the list.
  3. Select Attachments.
  4. Select the 'Add' button to add a new attachment.
  5. Select a photo or file from your mobile device, or take a photo.
  6. Add the attachment.
  7. Select the attachment to view it.
  8. Select the 'Return' button until you return to the request.

Create a Work Order from a Request

You can create a work order based on a request. When you've created a work order from a request, you can no longer edit the request.

  1. On the Request lists screen, select a list (Downloaded requests or a list that you created).
  2. Select the request you want to create a work order for.
  3. Select the 'More' button and Create work order.
  4. In the Asset section, information about asset and functional location is automatically inserted.
  5. Select Work order type, Job type, Variant, Trade, and Service level as you require.

Note

The fields with an asterisk * are mandatory.

  1. Select Expected start and Expected end date and time.
  2. Enter a description of the job in the Description field.
  3. If you want to schedule the work order to yourself, ensure that the Schedule to me toggle button is activated (showing a dark blue color).
  4. Select Save. The work order is created, and it's added to the Downloaded work list on the Work order lists screen. If you've scheduled the work order to yourself, it's also added to the Work scheduled to me list.
    1. When you open the work order job on the Mobile Client, a Request field is shown in the work order job header, containing a link to the related request.

Create Request Lists

Overview

On the Request lists screen, you see one predefined list, Downloaded requests. This list contains the requests that are available to you online and offline.

You can create your own request lists as you require. The procedure for creating a request list is the same as when you create a work order list. The only difference is that you start on the Request lists screen.

  1. On the Request lists screen, select the 'More' button and Create list.
  2. On the Create list screen, you see a list of parameters that you can use to define your list. Make one or more selections in the list.
  3. Select the details for your list, and select Apply.
    • Note, if you see an All/Clear toggle button in the upper-right corner of the screen, you can select All, if you want to select all options shown on the screen. Select Clear if you want to remove the selections.
  4. If required, repeat steps 2-3 to add more details to your list.
  5. When you've made your selections, enter a name for the list in the List name field, and select Save changes.
    • Note, the list you are creating is only visible to you. If you want your coworkers to have access to it, see the documentation for Assign Lists to Users.
  6. When you return to the Request lists screen, you can see that the list has been added.

Editing and Deleting Lists

If you want to edit a list that you created: Select the list. Then select the 'More' button and Edit list. Make your changes, and save the list.

You can't edit predefined lists, but you can select a predefined list, then select the 'More' button and View list, if you want to see the parameters selected for that list.

From the Request lists screen, you can delete a list that you created: Select the 'More' button and Edit. Then select the list, and select the delete button in the upper-right corner of the screen. You can't delete predefined lists.

Limit Results from Lists to Functional Location

It is possible to limit results shown on lists to functional locations that are assigned to maintenance workers.

Go to Dynaway mobile > Setup > Mobile Parameters and toggle the button 'Query functional location limitation' to limit results shown on lists to functional location.

To assign workers to functional locations, go to:

  1. Asset Management > Setup > Workers > Workers.
  2. Pick a worker from the list on the left.
  3. On the Functional locations tab, add a line to assign a functional location.

If the assigned functional location has children, these are also assigned.

Search for Requests

On the Request lists screen and on each list screen (predefined and user-defined lists), you can search for requests. Search parameters include:

  • Request ID
  • Asset ID
  • Request type
  • Functional location ID

Note

When you make a search on the Requests lists screen, you search in all requests. If you make a search in a list, you only search the contents of that list.

  1. On the Request lists screen, or in a list, select the search icon. Enter a search string in the search field, or search by scanning a QR code or barcode. View further documentation here.
  2. Search by scanning a QR code or barcode:
    1. Select the icon to the top right.
    2. Follow the instructions on the screen to scan a QR code.
  3. Search by entering a search string in the search field:
    1. Your search string may contain the entire ID or name, the middle of an ID or name, or part of the ID or name. Search works both in online and offline mode. Offline mode means searching the data available on your mobile device at the time of the search.
      Example 1: If you enter 8* in the search field, the result is a list of all search results that start with the number 8.
      Example 2: If you enter *3* in the search field, the result is a list of all search results that contain the number 3.

If you select a search result to go to a request, the search string is reset.

Select the 'Cancel' or 'Return' button to cancel a search. The search string is deleted when you return to the Request lists screen.

Predefined list: Downloaded requests.
Predefined list: Downloaded requests.
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