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.

 

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. 

 

  • Once the required report settings have been specified, click the Print button to print your report.
  • Click the options arrow on the right side of the Print button to see other print options.
    • Select PDF to print the report in the default Springbrook PDF format.
    • Select Excel to export the report data to an Excel spreadsheet as unformatted data.
    • Select Excel (Formatted) to export the report data to an Excel spreadsheet that includes much of the Springbrook formatting found on the printed version of the report.
    • Once a print option is selected, that option will automatically be selected the next time you access the report. For example, if you select Excel from the drop-down menu, the next time you access the report the Excel button will be displayed by default.
  • Click the Schedule icon next to the Print button in order to schedule the report to generate at a later date and time.
    • Enter a Date and Time to generate the report and click SUBMIT.
  • Users can also regenerate a report with the same configuration as a prior report via the report history section. This can help improve efficiency when an identical report is frequently generated.
    • Once a report has been generated, the date and time it was generated will display in the report history accessed via the Expand Arrow button on the right side of the window.
    • Expand the report history and click on a previous report record to automatically populate the report criteria with the criteria specified on the previously generated report. This section will display the last three times the report was generated.