The Works Request case records in byondpro are designed to record maintenance activity requests (complaints) relating to cemetery locations, usually reported by staff and visitors. Each works request can be associated with deceased, family and cemetery location records.
Any actions resulting from a works request entry can be logged directly in the case record, together with photos, letters or other electronic files.
Related Informationavailable from the Works Request summary page:
Notes: to record general notes
Communications: to record phone calls, correspondence and general activities
Documents: to log photos and correspondence
Workflow Tracking: records case progression through the workflow monitoring time elapsed between entries
Solutions:lists risk register entries that have been associated with the Works Request record
Adding new records
New Works Request records can be created by selecting New Case and Category: Works Request.
Works Request records can also be created from the Cases screen of the visitor submitting the request, and will pre-fill with a link to the Person record.
Workflow
The Case workflow ensures that works requests are logged, reviewed and actioned by appropriate staff.
Workflow Stages
Description
Logged
Default stage when case record is saved
Queue
Indicates case has been assigned for initial review and actions email is issued to assigned staff member
Investigating
Indicates case has been reviewed and rectification works are pending
Re-assign
Allows case to be assigned to a different staff member for review and action
email is issued to assigned staff member
Sign Off
Closes the case, indicating all necessary actions have been completed
email is issued to initiating staff member
Button Functions
Button
Description
Change
Switches to edit mode
Save
Updates/creates the record
Continue
Closes the open screen and returns to list of cases
Next
Opens the next case record
Summary Report
Generates CRM report of workflow activities and communications
Print Case Summary
Generates a detailed summary listing of case field values
