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.
    1. Select the search button next to the Asset ID field to open the search page. You can search for assets in two ways:
    2. Select the QR code icon to search for an asset, or
    3. In the blue search field, enter the complete asset ID, or enter part of the ID and an asterisk (*) to make a more general search. Example: To find asset ID "C0002", you can enter C00* or *02 in the search string.
    4. Select the asset that you're creating the request for. Information about Asset name and Functional location is automatically inserted.
  3. In the Description field, enter a description for the request.
  4. If required, enter additional notes in the Notes field.
  5. Select a Request type.
  6. Select a Service level.
  7. 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.
  8. 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.

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.

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.

The number of requests in a list is shown in a gray box.

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. Only difference is that you start on the Request lists screen.

Note

You can edit a list that you created: Select the list on the Request lists screen, then select the 'More' button and Edit list. Make your changes, and save the list.

You can delete a list that you created: On the Request lists screen, select Edit, then select the list, and select the delete button in the upper-right corner of the screen.

You can't edit or delete 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 the list.

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

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 'More' button and Search. You can search by entering a search string in the blue search field or by scanning a QR code.
  2. Search by scanning a QR code:
    1. Select the QR code icon .
    2. Follow the instructions on the screen to scan a QR code.
  3. Search by entering a search string in the blue 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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