SAM
®
RF Operations Manual 79
Section 4: Management Functions
© SAFLOK WL 12/19/2007
Creating and Viewing Work Orders (continued)
5. To create a new work order, click Add to
display the Work Order – ADD Mode PC
dialog box.
The SAM RF System automatically assigns a
work order number for later identification. In
addition, the Date/Time Requested fields will
automatically fill in with the current date and
time.
6. The first step in creating a new work order is
to select the Work Order Type by clicking the
small circle next to either Unit or Property. If
the work order is for a unit, you will then select
the unit number using the pull-down box below
Unit. Property refers to other areas within the
property in need of maintenance attention
such as the pool or health club. If property is
selected, you will then select the area by using the pull down box below Property.
7. A staff member or a resident can make service requests. By default, the
name of the person currently logged on to the SAM RF System will appear in
the box “ Requested By.” To change this information, click the button to the
right of the box. (This button has a hand pointing to the right.) This will
display the Select User Type PC dialog box.
If a resident requested the service, click the open circle next to Resident and
click OK. This will take you to the Resident List PC dialog box.
8. Any residents registered into the system for that
particular unit will be listed in this box. Click on the
name of the person who reported the problem.
Click Select.
Note: If the resident who requested the service is not
in the resident list, see Section 4.7 “Adding Residents
to the SAM RF System”.
9. If a staff member requested the service, click the
open circle next to Staff and click OK.
10. At the Staff List PC dialog box, click on the name of the staff member who reported the problem and
click Select. Back at the Work Order List PC dialog box, the name of the person you selected will
appear in the box under the words, “Requested By.”
Note: If the staff member who requested the service is not in the staff list, see Section 4.5 “Adding New
Staff to the SAM RF System”.
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