Request for Action

A Request for Action (RFA) identifies a request for service or work to be done. Before you can enter RFAs for your organization, System Administrators must first define RFA types in the system. A customer or internal employee submitting a request can select from a list of predefined RFA Types.

Before you can enter work orders and RFAs for your municipality, System Administrators must first define work order and RFA types in the system.

To add a Request for Action in the system, go to Financial Management > Work Orders > Add Request for Action and follow the steps below:

General

  1. In Request Date, type or select the date of the RFA. By default, the current date and time are selected.
  2. In Description, type text to briefly describe the request. The maximum length is 64 characters.
  3. In Comments, type additional informational text to describe the request.
  4. In Request For Action Type, select the RFA type in the drop-down list. (The available RFA types were created by the system administrator in your municipality and you must also be given User-Based Security access to the Request Type.) The Contact and Location fields that display on the page change based on the settings defined by your system administrator. If an asset-based RFA type is selected, the Asset Information section will be displayed on the right half of the page.
  5. The Location and Contact fields on this page vary depending on the Request Type you selected and are based on the request type settings defined by your system administrator. Enter the appropriate information as required.

    When you select a Location Type from the drop-down list, the options are pre-loaded based on the selection you make. For example, Utility Account data is loaded from the Utilities database if your municipality has a license to the Utility Management module.

  6. For a location-based RFA Type, after entering location information you can also select an Asset, if desired.
  7. If an asset-based RFA Type was selected in the Request for Action drop-down, the Asset and Asset Service Location fields will be displayed under the Asset Information section.

    • Select an Asset from the drop-down or click the Advanced Search icon to the right of the field for additional options to locate one.

    Note: The assets displayed in the drop-down depend on the classification that was selected on the RFA Type. If no Asset Classification was selected on the RFA Type then all of the assets will be displayed in the drop-down. However, assets displayed are still dependent upon User Based Security settings as well as Process Manager settings.

    • In the Asset Service Location field, enter the location where the asset will be serviced.

     

    In Requestor Type, select either Other or Employee to identify if the requestor is an employee of your municipality or not.
  8. Select the Priority for the RFA to determine its level of importance. (Priority is defined in Validation Set 126.)
  9. If your system administrator set up user-defined fields, an additional section appears at the bottom of the screen where you can enter the necessary data.
  10. Click Save to retain the RFA or click Save/New to save the RFA and create a new one.

When you click Save, a Request Details box, the Referral History and Documents tabs display on the page where you can provide additional information as needed. Expand a category below for more information on how to use these features.

See Also

Work Orders Overview

Request for Action Inquiry