Tour:  Service Request Information

Workplace Manager is centered around the Service Request (or work order, problem report, etc.). The Request Screens are tabbed into the following sections:

• Request Information - captures general information as well as user defined data fields.
• Text and Documentation - extended textual description of the request.
• Business Need - additional text entry screen for management justification and goals.
• Other Info - additional metrics
• Approvals - a series of up to eight approvals that may be keyed to specific users or groups.
• Satisfaction Survey - allows the user to rate performance and the quality of the final product.
• Estimates and Assignments - dates, hours, and work assignments for the request or its WBS tasks.
• Expenses - budgeted and actual dollars in various categories.
• Cost Allocation - allows for the splitting of costs by account or user - for chargeback and billing.
• Custom - provides additional customization using other data fields.