Issues

Issues Tab

The Issues tab in the Building details is designed to provide users with insights into their building’s issues. This feature allows users to view active and closed issues in a building, enabling effective Asset management and maintenance tracking.

Key Features of the Issues/Tasks Tab:

•         Visibility of Active/Closed Issues:

  • The Issues tab grants users the ability to view both active and closed issues. This comprehensive view ensures that users stay informed about the building’s work history.

•         Access to Photos/File Attachments:

  • Users can conveniently access photos and file attachments associated with any issue. This feature aids in visualizing and documenting asset-related work.

•         Filtering Capabilities:

  • The tab offers powerful filtering options, allowing users to narrow down results by date range, status (active or all), or category. This flexibility simplifies data retrieval and analysis.

Service Request Form

The Service Request Form is a critical feature within the Admin Portal, designed to streamline the process of submitting and handling various service requests. This tool allows users to efficiently communicate their needs to the admin team, ensuring a quick and organized response.

Steps to submit or update a service request:

• Go to the "Buildings" tab in the left navigation menu in the Admin Portal.

• Find the specific building for which you want to submit a service request.

• Click on the Issues tab to view all the Issues in the building.

  

• To add a new service request, click on the +Add Issue button.

  

  Features

  • Users can fill in specific information pertinent to their service request. Fields include:

    • Asset: Select the asset/equipment that you are submitting the service request for.

    • Details: Detailed description of the issue.

    • Category: Area of Service Required in.

    • Priority Level: Button to indicate urgency.

    • Attachments: Option to upload relevant documents or images.

    • Once the information is added in, Click "SUBMIT".

• To edit or update an Issue, click on the Issue title to open the slide out.

  • Click on +Add Update to add an update about the issue.

  • Click on +Add attachment to add a file, photo or video to the Issue.

How to get Notified about an Issue

To get notified when an Issue or Service Request is created you can create a Notification Rule.

For the Admin

• After a service request is submitted by the site user, the Admin can locate the request in the "Issues" section under "All Work."

• To view the details and update the service request, click on the specific issue Title related to the request. This action will open the "Edit Issue" pop-up, where you can add updates, additional information, or make changes to the Issue as needed to address the service request.

• Once added, these updates will show in the details section, providing a comprehensive record of all actions and changes related to the service request.

You can dispatch or take action on the issue. For information on how to Create a Visit from an Issue, click here.