Facilities ESR Electronic Service Request. Use the ESR to do the following: Submit a service request electronically to the facilities department Submit.

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Presentation transcript:

Facilities ESR Electronic Service Request

Use the ESR to do the following: Submit a service request electronically to the facilities department Submit a service request electronically to the facilities department Receive confirmation that your request was received Receive confirmation that your request was received Check the status of existing work orders Check the status of existing work orders Review all previously open or closed work orders Review all previously open or closed work orders

Submitting a request: 1. Access the Facilities ESR program by clinking on the following link: Enter your basic information (name, phone and address) 3. Enter your service request information 4. Receive confirmation hardcopy and/or

Submitting a request : Basic Information 1. Select the location from the drop down boxes 2. Enter your fist and last name. 3. Put in your address and select your default cost center or department 4. Select PDF as the report format. 5. Click the “UPDATE” button to save the settings. Example:

Submitting a request: problem description 1. Name, ext., and cost center are already filled in. 2. Enter a location so that the engineer can find you. 3. If you have a equipment number, please enter it. 4. Pick the workgroup that you want the request to be routed to. 5. Enter your problem 6. Click Submit. Example:

Submitting a request: receive confirmation 1. After submitting your request, you will be presented with a copy of your work order. 2. A work order number is assigned. Use this number to communicate with the facilities department. 3. The Facilities department receives the request at the same time. 4. No need to call. Example:

Verify / re-print work order 1. Lookup an existing work order by clicking the “Check Status” link on the left toolbar. 2. Enter a “known” work order number. 3. If the number is valid, a copy of the work order will be presented again. Example:

View existing open work orders 1. Click “Open Work Orders” on the toolbar on the left 2. All open work orders submitted by the current user are displayed. 3. Scroll right, left, up, down to see more. 4. Click on the work order number to view a copy of the work order. Example:

View closed work orders 1. Click “Completed Work Orders” on the toolbar on the left 2. All completed work orders submitted by the current user are displayed. 3. Scroll right, left, up, down to see more. 4. Click on the work order number to view a copy of the work order. Example:

Additional Features: Running Reports Department Level reports are available Department Level reports are available 1. Click on the Standard Reports link on the toolbar on the left. 2. Pick a report from the list and click the link to run it. 3. Enter parameters to show the results. Example: