Maximo Service Requests: Create a Service Request for Print Services Step 1 Favorite Applications

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Prudence Thomas
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1 Maximo Service Requests: Create a Service Request for Print Services Step 1 Favorite Applications 3-Jan-2011 At the Start Center, in your Favorite Application list, click on Create Service Request Print Services. Step 2 Print Services Service Request screen You should now see this screen. Page 1 of 8

2 Step 3 Enter requestor information Provide requestor and contact information, as follows... Service Request Date This is time and date of your request, filled in by the system and is read-only. Requested By and Name Filled by the system with the name of the person logged in to Maximo and is readonly. Step 4 On Behalf Of / Contact Required if submitting this request on behalf of another employee, please fill-in their name and phone number. NOTE do not be concerned about the address at this time. This field is in place for future use. Additional information and instruction will be provided when the address function is activated. Step 5 Verify, update location of the destination for this request, as follows... This field is required and is filled-in with the location attached to the Requestor s or Contact s record in Maximo. This location Page 2 of 8

Use the location drilldown to find the specific location (code) to be used To access the drilldown, click on the arrow (Detail

3 Step 6 Using the location drilldown needs to be verified or changed to reflect the location that reflects the destination for the deliverable for the request. Use the location drilldown to find the specific location (code) to be used To access the drilldown, click on the arrow (Detail Menu) at the right end of the location field. Select Open Drilldown Locate the correct area of your building from the list. Then click on the + at the left end of the row to expand to show individual items within that area Page 3 of 8

specific location in the Details section of your request. This field is required.

4 When you locate the specific room in the expanded drilldown, click on the blue square to select that item and take it back to your Service Request. Step 7 Requested Completion Date If the specific room/location is not in the drilldown list, use the next level up with the closest appropriate description and make sure to identify the specific location in the Details section of your request. This field is required. Use the calendar lookup (icon at right end of field) to select the date that you are requesting your print job be completed for pickup or delivered to you. With your date selected on the calendar, click on OK to take the date back to the request form. Step 8 GL (Budget) Account (to be charged) This field is required. Please enter the GL budget Page 4 of 8

account to be charged for the cost of the printing request. The account can be keyed in directly or use the GL Navigator click on the icon at the right end of the field.

5 account to be charged for the cost of the printing request. The account can be keyed in directly or use the GL Navigator click on the icon at the right end of the field. Use this GL builder to construct the account, segment-by-segment. Starting with the Fund segment, click on the fund value to be used; the builder will move through each segment, displaying the list of valid values for selection. If the account you are planning to use is not included, that means that it is not entered into Oracle or not valid. Contact the Budget Office if there are questions about your account. Page 5 of 8

Step 9 Request Description Provide a complete description of your request. The summary line is required; enter a concise line for job description.

fields to fully describe the details, specifications of your request. There is a value list attached to most of these fields to list the valid selections.

6 Step 9 Request Description Provide a complete description of your request. The summary line is required; enter a concise line for job description. Step 10 Request Details Use the Details section to supplement, provide all necessary information to effectively describe your print request Fill in the appropriate fields to fully describe the details, specifications of your request. There is a value list attached to most of these fields to list the valid selections. Click on the icon at the right end of the field to display this value list. If you have questions or have specifications different than those listed, please call Print Services at x28282 Page 6 of 8

Step 11 Additional information from Print Services Additional information from Print Services for your information and consideration as you prepare your request.

7 Step 11 Additional information from Print Services Additional information from Print Services for your information and consideration as you prepare your request. Step 12 Step 13 Review and Submit, or Cancel Next Action Review your request to make sure all is correct. If not edit, correct at this time. Once correct, click on Submit to submit your request/create a Print Services work order. If you cancel, you will lose your information and be returned to the Start Center. Upon submittal, your Service Request will create a work order for Print Services review and processing. There will be a brief message displayed at the top of this screen to indicate that process to create the work order. Your new work order will be displayed in the table display in the View Services Requests. If you want to verify that the work order was created, check the button next to Go to View Service Page 7 of 8

8 Requests and then click on OK. Otherwise you have the other 4 options to select from for your next action. CAUTION/NOTE --- if you choose to do another SR for Print Services, your previous SR will still be there. Do not re-submit; this will create a duplicate work order. Instead, you can edit/change the request to reflect your new SR. Disregard the Memo field; it is not used at this time. Do not use the cancel button; it will ultimately be disabled and removed. Page 8 of 8

Quick Reference Guide - Assignment Costing

Quick Reference Guide - Assignment Costing Purpose The purpose of this document is to teach users how to update salaried employee base costing assignments throughout the fiscal year. Some things to note as you use this system: Only salaried, Group