SAM
®
RF Operations Manual 83
Section 4: Management Functions
© SAFLOK WL 12/19/2007
Editing Existing Work Orders (continued)
4. Either a staff member or a resident can make service requests. 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.
To change this information to a resident, click the open circle next to Resident and click OK. This will
take you to the Resident List PC dialog box. Any residents you 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 and
click Select.
Note: If the resident who reported the problem is not in the resident list, see Section 4.7 “Adding
Residents to the SAM RF System” for instructions on adding that person to the list.
To change this information to a staff member, click the open circle next to Staff and click OK. This will
take you to the Staff List PC dialog box. Click on the name of the staff member who requested the
service and click Select.
Note: If the staff member who requested the service is not in the staff list, go to Section 4.5 “Adding New
Staff to the SAM RF System” for instructions on adding that person to the list.
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.”
5. Work orders can be reassigned to either a staff member or a vendor. To change the work order
assignment, click the button to the right of the box under the words, “Assigned To.” (This button has a
hand pointing to the right.) This will display the Select User Type PC dialog box.
6.
• If the work order is being reassigned to a staff member, click the open circle next to Staff and
click OK. This will take you to the Staff List PC dialog box. Click on the name of the staff member
who reported the problem and click Select.
• If the work order is being reassigned to a vendor, click the open circle next to Vendor and click
OK. This will take you to the Vendor Company List PC dialog box. Any vendors you previously
registered into the system will be listed in this box. Click on the name of the vendor you wish to
assign this work order to and click Select.
• If you would like to assign this work order to a specific vendor employee, click on the name of the
vendor company and then click Employees. This will display the Vendor Employee List PC dialog
box.
Note: If the vendor to whom you wish to assign the work order is not in the vendor company list, go to
Section 4.9 “Adding Vendors to the SAM RF System” for instructions on adding that vendor to the list.
7. Back at the Work Order – Edit Mode PC dialog box the name of the person or vendor company you
selected will appear in the box under the words, “Assigned To.” If known, type that person’s phone
number into the Phone No. field.
8. If you wish to assign this work order a new date/time, you can do so in this dialog box.
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