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Quick-Start / Building Operations

Getting Work Request Information to the Person Doing the Work

Single-user call center: As a single person call center, since you do not have craftspersons logging into the system, you might want to print out the work request to give it to the person assigned to the work. This ensures that the craftsperson has all the necessary information. For alternative methods, see Other ways of working. below

Exporting and printing work requests

For a single user call center, it is often useful to print out the work request.To print out the work details, you first export the work request.

To export and print out a single or multiple work requests:

1. From the Building Operations Console, use the Filter to locate the work requests you want to print. For example, If you are assigning work to specific craftspersons, you might want to filter by a craftsperson, and by the Issued status, so that the file includes only work assigned to a single craftsperson. Alternately, you can select any issued work that you want to assign to a particular person.
2. In the Issued and In Process section, select the check boxes for the work requests you want to print. The Issued work is the work that is ready to be worked on.
3. Click the Export icon to see the list of export options. Select one of the following:
   • DOCX Selected Work Requests to print the selected work requests to a Word DOCX file. This prints only the work that has a selected check box.
   • PDF Selected Work Requests to export the selected work requests to a PDF file. This prints only work that has a selected check box.
   • If you have floor plan drawings, to include these in the export, click one of the options that says "with Floor Plans."

   • Export to XLS exports all requests showing on the screen to Excel

   • Export to DOCX exports all requests showing on the screen to Word

   The Paginated Report View appears showing the progress of the export.

4. When the export is completed, the link in the Result View or File column becomes active. Click on the link to open the file.

   When you click the link to open the file, you are given the choice of also saving the file to your computer.

5. You can now print this file so that the appropriate person has the work request details.

Next step

Complete Work Requests

Other ways of working

Mobile devices:

If your craftsperson has a mobile device and a log in to the Maintenance Mobile app, they can access the work request and enter completion information from that device. They can also use the mobile device to enter new problems as they encounter them in the field. See Maintenance Mobile App and Creating Craftspersons as Users and Employees.