Requesters

To access a supporting module:

1. Choose between two options:

   • Click the Open button on the toolbar.

   • Click the Module menu button displayed in the List pane.

     The Module menu will display.

2. Click the name of the desired module.

   Records for the selected module display in the List pane. The content of the Work Center will depend on how you accessed this module.

   • If you used the Open option on the toolbar, the module Work Center Home page displays.

   • If you accessed this module from the module Menu control, the content of the Work Center will not change until you have selected a record.

   Click a record to open and view it in the Work Center.

The pages available in the Requesters module include:

• Details — General descriptive information about the requester including name and ID, type, employment data, position information, and status indicators.If the requester is also a member of Maintenance Connection, membership information is also displayed.

• Contacts — Requester contact information such as phone numbers, address, and email.

• Access — Access limitations to specific records, beyond the general rights provided by membership in the defined access group.

• Attach — Documents and notes attached to this requester.

  The features to add, edit, remove, and view documents and notes are similar in all modules of Maintenance Connection.

  • Documents Associated with Records

  • Notes Associated with Records

• Reports — List of work orders, backlog, and costs associated with this requester.The Reports tab displays similar data in many Supporting modules in Maintenance Connection.

This procedure applies to all supporting modules. Refer to the module documentation for specific field definitions.

To create a new record:

1. Choose between two options:

   • Click the New button.

   • Select File > New > Record from the menu bar.

   The Details page opens.

2. Enter an ID for the new record in the ID field.

   The ID must be unique. If you enter an ID that is already in use, you will be prompted to correct this when you attempt to save the new record.

3. Enter a more descriptive name for the record in the Name field.

   The ID and Name fields are both displayed in the module list.

4. Complete any other fields on the Details page.

   See the Details page documentation for more information about the fields on the page.

5. Click the Save button.

   You must complete the required fields on the Details tab before proceeding to enter data on other tabs.

6. Navigate to any additional tabs to enter other data about the record.

7. Click the Save button.

   Your changes are saved.

Records from many Supporting modules can be easily removed, however, records from certain Supporting modules that are referenced throughout the system, often as a key / required field in other modules, should not be deleted. In fact, if there are important references to a record in other modules, the system will not allow you to delete that record.

Rather than delete a key record, it is recommended that the record be made inactive on the module Details page. This will remove the record from lookups and filters, but continue to make the record available from the module list. Caution is advised before deleting records from the following modules:

• Repair Centers

• Shops

• Departments

• Zones

• Classifications

• Access Groups

• Members

• Labor

When a key record is not associated with other data in the system, the record can be permanently deleted.

The process for deleting records is similar for all modules of Maintenance Connection. Deleting a record permanently removes the record from Maintenance Connection. You can also delete multiple records in a single step. Refer to our Delete Records article to learn how.