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Create a spare parts request

Note: New requests can only be created by users with the Spare Parts Requests [C] role or Spare Parts Requests [R/W] role.

  1. Navigate to Maintenance & Repairs > Spare Parts Requests.

  2. Click Create create icon.

  3. In the Requestor Contact Details section, fill in all fields as necessary. You’ll notice that no field is required but you should fill in as much information as you can because this captures the full contact information for the person and company that has submitted a spare parts request.

  4. In the Request Details section, fill in all fields as necessary. This section captures additional information regarding when the request was initially submitted, shipping addresses, and additional comments.

  5. In the Planning and Tracking section, fill in the following fields as necessary:

    • Assignee - The person in charge of overseeing the processing and completion of this request.

    • Additional Assignees – Team members who may assist in overseeing the request.

    • Priority - A priority level for the case to help prioritize work if multiple requests are being worked on.

    • Follow-Up Date – The day at which to follow up with the work done on the request so far. This can also be used to ensure this request is not forgotten.

    • Follow-Up Remarks – Any information regarding the follow-up date.

    • Related Product – The product this request relates to.

    • Related Project – The project this request relates to.

    • Target Quote Delivery – A date to aim for when sending a quote to the customer.

    • Target Quote Response – A date to aim for when following up with the customer regarding the quote.

    • Target Delivery – A date to aim for when delivering the spare parts.

      Note: These dates can be used to ensure the request stays on track.

  6. Click Save.

The spare part request is created, assigned a request ID based on the rules set for items created in this workspace, and added to the list of spare parts requests in the Spare Parts Requests workspace.

The request is assigned a due date for acknowledgement of the request. This is set to three days from the creation date. This date is shown in the Request Confirmation section in the Target Confirmation Date field.

Note: Your administrator can adjust the offset in the Spare Parts Requests Library script if three days does not suit your organization.

The remaining sections and tabs are filled in as the spare parts request progresses through its lifecycle.

Parent page: User Guide

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