Contact |
The Contact tab enables you to view and record contact information for employees and operators.
Tip: To limit the display of information in the grid and maximize performance, use the filter. You can sort on equipment ID, repair reason, symptom, operating restriction, segment ID, to/from marker ID, and to/from offset, among other values. The list of searchable fields on the filter is extensive; use the scroll bar to view them all. If you specify a range, any record that crosses any part of that range will be displayed.
The Service Requests/Defects screen supports department-level and location-level access control, so you must belong to a user group with the applicable authorizations in order to make changes or updates.
The fields in the top section of this tab default from the Basic Info tab. They are read only.
Date and time entered
Date and time the service request was created.
Entered by
Identifier of the person who entered the service request.
The fields in the bottom section of this tab enable you to record contact information for employees and operators. All fields are optional.
Operator ID
Identifier of the operator. This field has a list box. The operator's name displays the right of the field.
Operator IDs are defined on the Personal Info tab of the Operators - Primary Information screen.
Department ID
Identifier of the department. This field has a list box.
Employee ID
Identifier of the employee. This field has a list box. The employee's name displays the right of the field.
Employee IDs are assigned on the Personal Info tab of the Employees - Primary Information screen.
Note: If creating a new record and selecting an Employee ID or updating an existing record and modifying an Employee ID, the Contact name, Phone, Occupation, Email address, and Mobile phone fields will default based on this field's selection.
Contact name
Name of the person reporting the problem. This field is optional.
Phone
Telephone number of the contact person. Maximum field length is 30 characters. This field is optional.
Occupation
Occupation of the contact person. This field has a list box. The occupation description displays to the right of the ID. This field is optional.
Email address
Email address of the operator or employee (whichever applies).
Mobile Phone
The contact mobile phone number of the employee.
Jurisdiction
The Jurisdiction field allows you to categorize or facilitate the source of a service request such as county vs. city, fire vs. police, or any classification that service requests need to separate from the reporting source.