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Facilities Requests Management Setup

The document provides instructions for creating and configuring a "Facilities Requests" module in an application. It includes creating a new table called "Facilities Request" extending the existing "task" table. It also creates a new "facilities_staff" role and application menu for managing facilities requests. Finally, it describes configuring various fields in the new "Facilities Request" table for tracking facilities-related requests and work orders.

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Madhavi Venkat
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13 views13 pages

Facilities Requests Management Setup

The document provides instructions for creating and configuring a "Facilities Requests" module in an application. It includes creating a new table called "Facilities Request" extending the existing "task" table. It also creates a new "facilities_staff" role and application menu for managing facilities requests. Finally, it describes configuring various fields in the new "Facilities Request" table for tracking facilities-related requests and work orders.

Uploaded by

Madhavi Venkat
Copyright
© All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as DOCX, PDF, TXT or read online on Scribd

Assignment

Create update:

Name = Facilities Requests

Click on submit and current

Create a table:

Table name: Facilities Request


Extends table: task
Create module: False
Control section: extensible = true
Auto number = true
Prefix = FCR
Number = 10000
Number of digits = 7

Create access controls = False


Application access section: can read = true
Can create = true
Can update = true
Create role:
Name: facilities_staff
Description: This facilities staff role will manage all facilities requests
Create application menu:

Name: Facilities Requests


Role: facilities_staff
Hint : Facilities
Description: Facilities request will manage all the modules

Create module:

Name: create new

Application menu: Facilities Requests


Hint: Create new facilities request
Role: facilities_staff
Link type section : Link type – New record
Table – Facilities Request(u_facilities_request)

Create Group:

Name: Facilities Request Group


Add role : facilities_staff
Create fields in Facilities Request table:
We will get some fields from task table but we have to modify those fields. I am going to
explain below:

First remove all the fields from form:


Then start adding fields from below
2 column layout

[Link] the number field into form


2. drag the opened field into the form
[Link] – reference field – reference to sys_user
Mandatory - true
[Link] phone – string field
Read only – true
5. drag the priority field and edit the field then remove all the choice
Create new choices: A (1), B(2), C(3),Appointment(4)
Default: none
See the below screen:
[Link] the contact type field into the form

[Link] – reference field - reference to building (cmn_building)


[Link] – string field
Mandatory - true
[Link] – choice field – create choices : Facilities Request, Tube Request, Apparatus
Engineering, Plastics workshop, Machining, GMT Request.
Mandatory – true

[Link] – choice field – create choices : Cleaning, Doors/Gates, Roof, Heating, Electric,
Elevator
11. Status – string field – in string field create choices: Assigned, Work in progress, Pending
user information, Pending Approval, Pending with vendor, Resolved, Closed.

12. Drag Assignment group filed.

[Link] assigned to field

14. Reassignment count field


Readonly: true
15. T1 relevant – true/false field
[Link] T1 – string field
17. Site SAP – choice field – choices: 0101,0102,0103
[Link] of shift – string field – in string field create choices: Normal working hours, Early
shift, Late shift, Night shift.

[Link](technician) – date field


[Link] date – date field
[Link] date – date field
[Link] date – date field
[Link] time – duration field
[Link] of Request – string field – in string field create choices: ELA, GMT, Kamera
[Link] number – string field
26. Create new section “Notes” one column layout
27. Drag worknotes field to notes section
[Link] additional comments field to notes section
[Link] Closure Information section. 2 column layout
30. drag opened by , closed fields
[Link] section 1 column layout remove section name
[Link] closed notes field

Final output:

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