The following software updates will be covered in this post (click on an item in the list to go straight to that section):
- New "My Requests" grid filter available for maintenance, schedule, transportation, and technology requests.
- Assign multiple users to maintenance and technology requests.
- Transportation request finalization which captures departure time, return time, departure mileage, return mileage, trip hours (calculated), and trip miles (calculated).
"My Requests" Grid Filter:
You can now filter the request grids to view only the requests that you have submitted, which will help you check the status of your requests quickly and easily.
Step 1: Go to one of the request grids by clicking on the request type in the left sidebar. Then, select "My Requests" from the filter list.
Step 2: Now that the "My Requests" filter option has been applied, the grid will be updated to display only the requests that you have submitted.
Multiple User Assignment for Maintenance and Technology Requests:
"Two heads are better than one," so we have enabled multiple user assignments for maintenance and technology requests.
Step 1: Click on the request that you would like to assign on the calendar. Then, click the "Assign" button.
Step 2: Hold down the Control key, or the Command key if you are using a Mac, and select all of the users who you would like to be assigned to this request. Then, click the save button.
Step 3: After clicking save, the users that you selected will appear on the "Assigned to" line.
Transportation Request Finalization:
Transportation requests can now be finalized to capture the departure time, return time, departure mileage, return mileage, trip hours (calculated), and trip miles (calculated).
Step 1: Email email@example.com and ask us to enable transportation request finalization for your FMX site.
Step 2: Next, you will need to enable the finalization permission for any user types that should have the ability to finalize transportation requests. From the User Types grid, click the edit icon across from the desired user type to open the permission editor.
Step 3: In the user type permission editor, scroll down to the "Transportation Request Access" section. Then, select the appropriate option from the "Finalize" drop down list.
Step 4: Click on the request that you would like to finalize on the calendar. Then, click the "Finalize" button.
Step 5: Enter the required information in the fields provided and click the save button.
Your finalized transportation request will display the information you entered in step 5, as well as the calculated trip hours and miles.
Questions? Leave a comment below and we’ll respond right away! You can also send us an email at firstname.lastname@example.org and we would be happy to help you!