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Work request preferences let you specify default settings for creating work requests. For more information on work requests, see Work Requests.
To specify work request preferences, select Administration —> Preferences —> Requests from the menu. MainBoss displays a window containing the following:
- Change Sequence Number: Checkmark this box if you want to change the sequence number. If you do not, you will not be able to change the value in "Sequence Number".
- Sequence Number: The number of the next work request to be created. For example, if you want all work request numbers to have at least five digits, you could specify a "Sequence Number" of 10000. Work requests would then begin numbering with 10000, 10001, and so on.
Note that you cannot change the sequence number unless you checkmark Change Sequence Number. This protects you from changing the sequence number by accident.
- Number Format: Gives the format to be used for work request numbers that MainBoss generates (15 characters maximum). Digits are represented by the percentage character (%). For example, if you specify the format
WR %%%%%
work request numbers will consist of the characters WR# followed by a blank and then five digits. Because the % character is used to represent digits, you cannot have a % character printed as part of a work request number.
- Example: Shows what work request numbers will look like using the given "Number Format".
- Req. By: Specifies a default name to be placed in the "Req. By" field of new work requests. If most of your work requests come from the same source (for example, if they are usually funneled through a particular secretary), you can set "Req. By" to that name. In this way, you can save yourself from having to type the same name for every work request. If a particular request comes from someone else, you can always delete the default name on the request and type in the real requestor.
The drop-down list for this field shows your current Contacts table. For more information, see Contacts.
| Note: If you specify a name in "Req. By", the name will be used whenever "Req. By" is left blank in a work request. Even if the work request applies to a piece of equipment or space that has an associated requestor, MainBoss will use the "Req. By" value stated in your work request preferences. The same applies to "Access". |
- New Requestor: Click this if you want the "Req. By" field to specify someone who is currently not listed in your Contacts table. MainBoss will open a window where you can create a Contacts table entry for that person. For more information, see Entries in the Contacts table.
- Equipment: Select this if most of your work requests relate to equipment. New requests will automatically be set up as requests for work on equipment.
- Space: Select this if most of your work requests relate to spaces. New requests will automatically be set up as requests for work on a space.
- Building: Specifies the default building for work requests. This is useful if most of your work is done in a particular building.
If you have specified Equipment as a default, the drop-down list for "Building" will only show buildings that actually contain equipment. Similarly, if you have specified Space as a default, the "Building" list will only show buildings that contain spaces. If you have not yet set up your Equipment or Space table, this may mean that the "Building" list is blank (since no buildings contain equipment or spaces).
- Subject: Specifies a default subject line for work requests.
- Work Cat.: Specifies the default work category for work requests. This is useful if most of your work requests occur in a single category.
- Access: Specifies the default access code for work requests. For more on access codes, see Access.
- Priority: Specifies the default priority for work requests. For more on priorities, see Priorities.
- Save: Saves the settings currently shown in the window.
- Cancel: Closes the window. MainBoss discards any changes that have not already been saved.
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