Request Editor Form

This is the CMTPC version of the Conquest Request Form:

Here you record the details of a Request reported to your organisation, which on investigation, can be attached to one or more Works Actions that are in turn, linked to an Asset.

The Request Form Header contains Request Identity details.

Field	Description
Reference ID and Request ID	Unique Sequential identifiers generated by Conquest.
Organisation Unit	The Organisational Unit that this Request is assigned to and to which an email is sent, so ensure that your Organisational Hierarchy is properly configured with email addresses.
Received Via	A Picklist for how the Request is received (Email, Phone etc.) A Code Editor, System List, which you can modify the names of, to suit your organisation. See Codes for more details.
Received By	Currently logged on user.
Date	Defaults to the date and time of the new Request Form opns. Can be changed.
Document Reference	Free use text field that could be used to record File numbers or something similar.

Use the Details of Requestor section, for details about the Customer who made the Request, whether they are external or internal.

Field	Description
Request by, First Name and Last Name	The Full name of the Requestor. Last Name must be input, as a minimum.
Address, Suburb, Postcode	The Street Address of the Customer making the Request.
Requestor Type	A Picklist to record what type of person the Customer is; Resident, Councilor, Police, etc. A Code Editor, System List, which you can modify the names of, to suit your organisation. See Codes for more details.
Account	Free text field, which could be used to record a file number or account number of the customer making the request.
Phone and Fax numbers	Contact numbers of the Customer.
Email Address	The email contact details of the requestor.

Use the Details of Request Section, to record information about the actual Request.

Field	Description
Location	Where the problem is located.
Request	What the Request is about; often a problem with a service.
Action Urgency	A Picklist to record an indication of how urgent the problem is. A Code Editor, System List, which you can modify the names of, to suit your organisation. See Codes for more details.
Request Category	A Picklist to record the type of Request (Emergency, Routine, Private). A Code Editor, System List, which you can modify the names of, to suit your organisation. See Codes for more details.
Date Due	Where you can record a specific date for which this Request should be done by.

Buttons:

• Save

Saves a Draft of the Request for further editing.

• Save & Send

Saves the Request to Conquest, provided that a remote connection can be made.

• Cancel