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            Set Up Guest Work Requests


            Overview

            All CMMS subscriptions come with the guest requester portal.  This article will demonstrate how to enable, and configure the guest requester portal.

            Note:  Guest users do not login to the CMMS. They simply submit work requests from the login webpage.

            The guest requester portal is available at the login screen once the feature is been enabled:

              Enable Guest Work Requests:

            1. To enable the guest requester feature, start by clicking  Settings, CMMS Settings  and  Work Requests

              2. Select  Guest Work Requests are enabled and available for public users on the login page , and click  Save .

              Configure the Guest Requestor Settings:

            1.  Work Request Defaults:

            The default work order status of a work request can be changed by selecting the  Default  Work Request   Status  drop down menu, and selecting a work order status. Click  Save  to complete.

              2. Standard Input Requirements

            Use this section to choose which input fields are available on the Guest Request Form. The top four options represent the standard fields that are available for both the guest work request form, and the standard work request form. The following fields can be enabled for guests:

            • Asset input. This field can be made mandatory.
            • Maintenance type
            • Priority
            • Suggested time

              Enabling the four settings adds the following information to the guest requestor form:

              The remaining three options are for the standard work request form.  This form is accessed by users that log into the CMMS.  These settings are not applicable to the guest requester form.

              3. Contact Information Input Requirements

            To make guest users contact information a required field, select  Show contact information inputs,  Contact Information is required , and click  Save . To send an email to the guest users email inbox when the work order is closed, select  Send email when work request is completed  and click  Save .

              When the  Show contact information inputs,  Contact Information is required  option is selected, then the work request form cannot be submitted without completing the contact information inputs

              4. Security

            The CAPTCHA is a security code that will prevent robots and automated machines filling your CMMS with Spam. See  http://en.wikipedia.org/wiki/CAPTCHA  for more details on CAPTCHA. This can be enabled by selecting  Enable captcha on guest requests,  and clicking  Save.  Enabling this setting presents all guest users with the CAPTCHA on the guest request form.

              5. Multi-site CMMS Users

            Multi-site CMMS users have a setting under the  Guest Maintenance Service Requests  section titled  Enable quick link routing to popup work service request form . Enabling this feature generates direct links for the guest request form for each site. These links can be copied and sent to guest users.  This ensures that guests select the correct site for the work request.

             

            Updated: 10 Apr 2017 03:30 AM
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