Web Work Module User s Guide

Transcription

1 Web Work Module 11.6 User s Guide

2 COPYRIGHT Copyright MainSaver Software. All rights reserved. No part of this document may be copied or distributed, transmitted, transcribed, stored in a retrieval system, or translated into any human or computer language, in any form or by any means electronic, mechanical, magnetic, manual, or otherwise, or disclosed to third parties without the express written permission of Mainsaver Software. Mainsaver Software 9890 Towne Center Drive Suite 100 San Diego, CA U.S.A. TRADEMARKS Mainsaver is a trademark of Mainsaver Software in the USA and other countries. Microsoft and Windows are registered trademarks of the Microsoft Corporation. Writers: Nam Phan Lisa Arrasmith REVISIONS 1.0 April 5, May 28, July 20, Web Work Module Release 1.3 January 17, 2005 Revised for WWM Release

3 Table of Contents WELCOME TO MAINSAVER WEB WORK MODULE INSTALLING WEB WORK MODULE ERROR! BOOKMARK NOT DEFINED. RUNNING MAINSAVER WEB WORK APPLICATION... 2 Login... 2 Main Menu... 3 Work Request Module... 5 Submit New Work Request... 5 Date Lookup Calendar... 7 Originator Lookup... Error! Bookmark not defined. Asset Lookup... 8 Look up Work Request Work Request Query Summary Report Work Request Query Detailed Report Work Order Module... Error! Bookmark not defined. Submit Web Work Order... Error! Bookmark not defined. Look up Work Order Work Order Query Summary Report Work Order Query Detailed Report ERROR MESSAGES...17

4 Welcome to the maintenance, custodial & grounds user guide for the online work request site Please refer to Web Work Module 8.3 Installation Guide for details about the installation of the Web Work Module software. The user can access the web work application by the web address (URL) similar to The login page authenticates the user credentials and leads the valid application user to a menu of options. The standard application provides the users with menu selections to Submit new work request Look up existing work requests Look up existing work orders. Page 1

5 Running Mainsaver Web Work Application If the Web Work Software installation is configured to require user authentication using the login ID and password set in Mainsaver user profiles, the Login page is the first screen presented to the user. Login Figure 1 - Login page User Login Information Data Source Name of ODBC entries that connects the user to a designated database Refer to the Installation Guide for more details Page 2

6 User ID Password Mainsaver login ID as defined in Employee User Profile option of System Admin module Password associated with the login ID Main Menu Figure 2 Main menu page Menu Selections Submit New Work Request Input form that allows the user to create a work request in the Mainsaver database Page 3

7 Check Work Request Status Option to look up existing work request information Check Work Order Status Option to look up existing work order information Page 4

8 Work Request Module Submit New Work Request Figure 3 - Submit Work Request page Web Work Request Information Origination Date Requested By Work request origination date Name of the person creating the work request Calendar lookup icon is available to assist with date selection. When a web work request is submitted, the application saves work request data into the Work Request table (wkwr). It also saves the contact information into the Work Request Originator table Page 5

9 (wkwrorg). After the contact info is saved, in subsequent requests, the originator can just type in his/her name then click on the icon to retrieve previously saved data. In addition, the lookup icon provides the capability to locate an originator record in the Personnel table (em). This feature and the validation of the originator name against the Personnel table are configurable. Please refer to the Installation Guide for more details. Phone Contact phone number Department Department name This field was intended for web work request users who are not Mainsaver personnel, such as university students or city citizens. It identifies the group that the originator belongs to. address This address is used for notification when the work request is approved. Location Work Requested Requested Due Date Work Group Asset Description Location related to the requested work Problem reported or Work description Work request due date Facilities department that performs the requested work Asset short description The user can enter any descriptive information If the data is specified in column due_date_dft of the Priority table stptwop, then the Due Date = Origination Date + due_date_dft. Construction, Custodial, Grounds Landscape and Mechanical. Do not submit work to FACILITIES. If the asset number is not known and not required, the user can enter descriptive information about the asset for which work is requested. Page 6

10 Date Lookup Calendar Figure 4 - Date calendar pop-up window When the user selects on the calendar icon next to the origination date or due date data fields, the calendar pop-up screen is displayed to facilitate the user in selecting a date. Page 7

11 Asset Lookup Figure 5 - Asset Lookup screen Asset Lookup After the user selects the Asset lookup icon positioned on the right-hand side of the Asset Number field, the Asset Number Look-up screen is displayed. In order to filter the returned data, the user can enter the value for any or a combination of the following data columns: asset number, asset description, asset location and work area. After the user selects the Ok button, the application searches for asset records that match the filter condition and displays returned data as seen in the following screen. Page 8

12 Figure 6 - Returned data from asset lookup From this screen, the user locates the correct asset record then clicks on the asset number hyperlink to select it. The selected asset number is displayed in the Selected value box above the data list for confirmation. Selecting the Ok button returns the asset number and asset description to the Submit New Work Request page; asset number, work area, and charge cost center to the Submit New Work Order page. Page 9

13 Look up Work Request Figure 7 - Work Request lookup screen Page 10

14 Work Request Query Summary Report Figure 8 - Work Request search result in summary format From the data list, the user can select a work request number to view its details. When the user clicks on the work request number, the application presents additional information in the same screen area but in different view, as seen in the next screen capture. On this summary screen, the work request approval or reject date is displayed under the column heading Review Date. If the work request is not approved, the reject date is displayed in red color. In the case that it is approved, the work order is displayed in the format of a hyperlink, which allows the user to select. When selected, the Details view displays the selected work order detail data instead of work request. Page 11

15 Work Request Query Detailed Report Figure 9 - Work Request search result in detail format Page 12

16 Figure 10 Details from the work order of the approved request From this screen, the user can select - Lookup tab to perform another search for work request data - Menu option to return to the main menu - New WR to submit a new work request - Logout to terminate the current session and return to the Login screen. Page 13

17 Look up Work Order Figure 11 - Work order lookup screen Page 14

18 Work Order Query Summary Report Figure 12 - Work Order search result in summary format Page 15

19 Work Order Query Detailed Report Figure 13 - Work Order search result in detail format The button allows the user to print the work order form to the printer accessible from the workstation. Page 16

20 Error Messages Your session has timed out. Please log in again. The web application has the default timeout for each session set to 20 minutes. When the session is timed out, the user is redirected to the Login screen with the message listed above. The system administrator can adjust this timeout value. Refer to the Installation Guide for more information. Page 17