Rio Grande City CISD. Maintenance Department

Transcription

1 Rio Grande City CISD T.E.A. Recognized School District Maintenance Department Work Order Request Guide Business Office Fort Ringgold Rio Grande City, Texas Phone: (956) Fax: (956)

2 Rio Grande City C.I.S.D. Maintenance Department Work Order Requests Requester s Guide and Administrator s Guide

3 Table of Contents Requester s Guide 1 Entering a Work Order Request 4 My Request 6 Administrator s Guide 7 Account Login 9 Review and Approve request 10 Request a Work Order 11 Additional Information 14

4 Maintenance Department Work Order Requests Requester s Guide 1. Open the internet browser go to: 1 1

5 2. For the Organization Account Number, please type And please click Submit Organization. 2 TIP: If you want to add a Shortcut to this webpage for easy access, follow these instructions: a. Find a blank area on the next page b. RIGHT click your mouse c. Select Create Shortcut. This will add an icon on your desktop that you can double click the next time you want to sign in (allowing you to skip steps one and two). 2

6 3. Please enter your address, and click Submit If a RED message pops up, that your couldn t be found: Enter your last name and click Submit. Your address 4 3

7 To request a work order for Maintenance Department please follow the steps below. 5. Select the Maint Request Tab. 5. a. Verified information in Step 1 and Step a 6. In Step 3 please select the icon that best describes your problem and click on it. 6 4

8 7. Type in description of problem in Step 4 and answer Step Attach any file if necessary in Step On Step 7 submittal password type: rgccisd and click Submit. 8 Indicates required information 5

9 My Request Tab After you click submit on the request form, the screen will refresh to the My Request Tab. On this screen you will see up-to-date information on your request including: The date you requested the work Status work order number for referencing Any Action Taken notes added by the technician on the progress And a Completion Date once the work has been completed TIPS: A. In the Request Totals section (on the right hand side of the above screen), you can click on the number next the to status description to see all request marked with that status. B. You can search for any work order request by typing in a key word in the Search box and clicking on GO. This will pull up any of your requests with that word in it. (Ex: keys would pull up any request dealing with keys). C. Click on the Work Request Tab to input a new request. 6

10 Administrator s Guide For approving or requesting work orders for Maintenance Department To approve a Work Order: 1. Open the internet browser go to: 1 7

11 2. Select the Client Login button This will take you to the login screen. Once you re on the login screen, save the page to your favorites or right click on your mouse in an open area and highlight create shortcut to make a shortcut icon to the page on your desktop. 3 8

12 4. Account Login 4.1 Enter your address in the Login Name field. 4.2 Enter newuser in the Password field In the Go To drop-down box, select Maintenance Direct 5 9

13 6. Please click Sign-in 6 7. To review and approve work routed to you for approval, scroll down the screen to the Requested Work section. Use the Approve or Decline button to process the work. If you decline the work order, you can enter a reason why in the Action Taken field. 7.1 Before you Approve or Decline the request please type your name in the box of Action Taken

14 To request a Work Order: A. To submit a new request, click on the New Request tab. A. B. Verified information in Step 1. (Click on the drop-down arrow for the Select Location field.)follow the same steps for Area as well. Area/Room number is an open text field, meaning you can type a room number or description of the area if needed.) B. 11

15 C. Select the icon that best describes your problem on Step 2 and click on it. C. D. Type in description of problem in Step 3 and answer Step 4. D. 12

16 E. Verified information in Step 5. D. F. Attach any file if necessary in Step 6 F. 13

17 G. Click Summit to send your request. G. Note: Indicates required information. For additional information please contact: Margot Cavazos (956) Maintenance Department 14