To update any information in relation to work completed by the Contractor is done via the 'Record Actions' button.
Go to the 'Requests' page by clicking the Facilities Central in the left hand side navigation and locate the request you want to amend and click on the request to display the information on the right hand side.
Click on the 'Record Actions' button and complete the following information:-
Date - THIS IS A REQUIRED FIELD This will default to todays date and indicates the date of the action
Work Done Enter a description of the work done or the actions you want to record.
If you have any Pro Forma text templates created, you can choose from the ones listed and the message will pre-populate.
New Status Indicates the status that the work order request is up to in relation to this Contractor.
Update Estimate/Quote and Attach Estimate/Quote Enter an amount and attach a copy of the quote if applicable.
Final Costs Enter the final cost of the Contractor's work if applicable.
Notify Originator If you would like an email sent to the person who originally entered the request, tick this box and confirm/change the following details.
From Address Will populate with your email address and this is the 'From' address that the Originator will see when the email arrives.
Email Address This is address of the person who originally entered the request and the address the email will be sent to.
Subject The subject line of the email.
Email Message Enter your own message or click the 'Copy Work Done' which will populate the text that you entered on the 'Work Done' field at the top of the form.
Email Attachment Upload a file that will be included in the email to the Originator (if applicable)
Click on the 'Submit' button and the information will be saved and the email (if flagged) will be sent.