UB> Service Requests> Door Hangers
Service Request Door Hangers
Summary
The Door Hangers Report is used to generate door hangers for all of the service
requests of a selected date range. The date range used to filter the Door Hanger
Report is the service request date. Only Active status service requests will
display on the Door Hangers Report. Closed or committed service requests will
not display on the report because service requests are generally moved to a
closed status after the work has been completed.
Related Links
Click here for information on the Jobs Viewer window.
Click here for information on the View Reports window.
Step by Step
1 Open the Service Request Door Hangers window (UB> Service Requests> Door Hangers).
2 Configure the report.
- Enter a date in the Service Requests From and Service Requests To field to
filter the service requests that display in the report by service request date.
- The service request date is entered in the Request Date field on the first
step of the Service Request Wizard.
- You can view the request date of a service request UB> Service Requests> Input> Request Date column.
- Use the Service Request Code drop-down menu to filter the service
requests included on the door hangers by the service request code attached to
the service request.
- Select All to include all service request codes.
- Service request codes are created and maintained in UB> Maintenance> Service Request
Code. You can generate a list of service requests of a certain service request
code using the Service Request Proof List (UB> Service Requests> Proof List).
- The Door Hanger will display the customer name, customer number and service address of
the service request.
- The organization name that displays at the top of each door hanger is set up in SS>
Utilities> System Setup> Organization tab> Name field.
- The service address will default to the lot address when the service request is created.
- You can view the service address of a specific service request in UB> Service Requests>
Input> Open a service request. The service address will display in the Service Address field on the first step of the Service Request Input
Wizard.
3 Print the report.
- Press ENTER to process the report immediately or enter a date and time in the field next to the
Print icon
to schedule the report to generate at a later time.
- You can view the progress of the report on the Job Viewer window (SS> Utilities> Show
Scheduled Jobs). If the report has been scheduled to generate at a later time,
you can view the scheduled date and time in the Scheduled Date/Time
field.
- You cannot schedule a report to print on a date and time that has already passed. If you
want the report to print later in the evening, enter a PM in the AM/PM portion
of the date field before entering the hour.
- Open the report when the process is complete to view the report.
- You can view the report at any time once the report has been created. Reports created in the
past can always be viewed from this window.
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