Issues/Tasks

Introduction:

The Issues/Tasks tab in the BuiltSpace Admin Portal is a valuable tool designed to provide users with insights into their asset's work history. This feature allows users to view active and closed issues and tasks associated with any asset, enabling effective asset management and maintenance tracking. It helps you answer questions such as:

• What planned maintenance was done or skipped? 

• What known issues are there?

Key Features of the Issues/Tasks Tab:

•         Visibility of Active/Closed Issues and Tasks:

  • The Issues/Tasks tab grants users the ability to view both active and closed issues and tasks for any asset. This comprehensive view ensures that users stay informed about the asset's work history.

•         Access to Photos/File Attachments:

  • Users can conveniently access photos and file attachments associated with any task or 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.

•         Colour-Coded Status Values:

  • Status values are colour-coded, enhancing visibility and quick identification. For example, high-priority tasks are highlighted in red, and overdue tasks are marked with a red title when their due date has passed.

•         Work History for Customer Portal Users:

  • Customers using the portal can access the asset's work history, gaining insights into past issues and tasks related to the asset. This transparency fosters better communication and understanding between service providers and customers.

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 a service request:

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

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

• Click on the asset name to open the asset slideout from the right.

• On the Asset page, click on the "+Add Issue" button.

Features

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

• 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".

After the request is submitted, you can view the status of the request in the Issues/Tasks tab on the asset. 

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.

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 an action on the issue. For information on how to Create a Visit from an Issue, click here.