Add or Edit a Request for Action Type

A Request for Action (RFA) identifies a request for service or work to be done. Your organization defines the RFA types used by your municipality to identify issues that are reported by citizens, inspectors, etc.

Before users can enter work orders and RFAs in the system for your organization, the system administrator must first define RFA types in the system. To create a new RFA type or edit an existing type, follow the steps below:

  1. Go to Maintenance > Financial Management > Work Orders > Request for Action Types.
  1. To edit an existing RFA type, click the Edit icon next to the RFA type listed. To add a new RFA type, click New.
  2. In Code, type a short code to identify the RFA type.
  3. In Description, type a textual description for the RFA type.
  4. Select the Active check box to designate the RFA type as active in the system.
  5. In Usage, select whether the source for the request is internal and/or external to your municipality.
ClosedShow available options:
  • External—The work to be completed is outside the municipality buildings, e.g., a pothole on the road in the community.
  • Internal—The work to be completed is within the municipality, e.g., a computer now working for an employee in the Finance department.
  • Internal and External—The work to be completed involves both internal and external.
  1. In Submitter Type, select the requester's role; Other for external and Employee for internal. The choice made here will be the default on the RFA Entry page for users.
  2. Request Type allows you to select either Asset or Location. If Asset is selected, the Asset Classification field will be displayed below.
  3. A selection in the Asset Classification field is optional. Any selection made in this field will filter the results shown by default on the Request for Action page. If nothing is selected, all assets will be displayed on the Request for Action page. The selections available in the drop-down are populated by what is set up in Maintenance > Financial Management > Asset Management > Asset Classifications.
  4. In Location Type, select the type of location field that displays as the default for users when they add an RFA in the system. When users create a new RFA on the RFA Entry page, this location type determines the location fields that display.
  5. Select the Location Required check box to indicate that an RFA must contain a valid address when entered in the system by a user.
  6. In Default Action, select the action that occurs by default when a new RFA is created by a user. 
    7. ClosedShow available options:
    • None—No action occurs and users must manually create a work order or case if needed.
    • Create Case—A case is created when an RFA is created and saved. A case is a request for work to be completed due to an activity that violated a city code enforcement.
    • Create Work Order—A work order is created when an RFA is created and saved.
  7. The Default <Case/Work Order> Type drop-down list displays either case or work order types based on whether you selected Create Case or Create Work Order in the previous field. Select the appropriate case or work order type that will default on the RFA Entry page.
  8. In Acknowledgement Text, type the standard text that is sent with the confirmation to requesters which acknowledges that your municipality has received the request.
  9. Select the Include Request Number and Access Code check box to provide requesters with an automated request number when an acknowledgement is sent for the RFA.
  10. In User Defined Fields, select one or several user-defined fields in the Available list. Click a Move button to move it to the Selected list, which are fields that will appear on the RFA Entry page for users.
  11. Click Save to retain the settings. Click Save/New to save the RFA type and create another type.
While editing an RFA type, click Reset at any time to return to the previous state the page was in before you made changes. 

Delete an RFA Type

The ability to delete is based on user authority and may not be available. To delete an RFA Type on the Maintenance page, follow the steps below:

  1. Click Delete. A confirmation window displays.
  2. Click OK to confirm and delete the RFA Type.

See Also

Request for Action Type List

Add a User-Defined Field

Work Order Setup