Facilities ESRFacilities ESR

Electronic Service RequestElectronic Service Request

Use the ESR to do the Use the ESR to do the following:following:

Submit a service request Submit a service request electronically to the facilities electronically to the facilities departmentdepartmentReceive confirmation that your Receive confirmation that your request was receivedrequest was receivedCheck the status of existing work Check the status of existing work ordersordersReview all previously open or closed Review all previously open or closed work orderswork orders

Submitting a request:Submitting a request:1.1. Access the Facilities ESR program by Access the Facilities ESR program by

clinking on the following link: clinking on the following link: http://www.pdis.com/anaheim

2.2. Enter your basic information (name, Enter your basic information (name, phone and email address)phone and email address)

3.3. Enter your service request informationEnter your service request information

4.4. Receive confirmation hardcopy and/or Receive confirmation hardcopy and/or emailemail

Submitting a Submitting a requestrequest: Basic Information: Basic Information

1.1. Select the Select the location from location from the drop down the drop down boxesboxes

2.2. Enter your fist Enter your fist and last name.and last name.

3.3. Put in your Put in your email address email address and select your and select your default cost default cost center or center or departmentdepartment

4.4. Select PDF as Select PDF as the report the report format.format.

5.5. Click the Click the “UPDATE” “UPDATE” button to save button to save the settings.the settings.

Example:Example:

Submitting a request: problem descriptionSubmitting a request: problem description

1.1. Name, ext., and Name, ext., and cost center are cost center are already filled in.already filled in.

2.2. Enter a location Enter a location so that the so that the engineer can find engineer can find you.you.

3.3. If you have a If you have a equipment equipment number, please number, please enter it.enter it.

4.4. Pick the Pick the workgroup that workgroup that you want the you want the request to be request to be routed to.routed to.

5.5. Enter your Enter your problemproblem

6.6. Click Submit.Click Submit.

Example:Example:

Submitting a request: receive confirmationSubmitting a request: receive confirmation

1.1. After submitting After submitting your request, your request, you will be you will be presented with a presented with a copy of your copy of your work order.work order.

2.2. A work order A work order number is number is assigned. Use assigned. Use this number to this number to communicate communicate with the facilities with the facilities department.department.

3.3. The Facilities The Facilities department department receives the receives the request at the request at the same time. same time.

4.4. No need to call.No need to call.

Example:Example:

Verify / re-print work orderVerify / re-print work order

1.1. Lookup an Lookup an existing work existing work order by clicking order by clicking the “Check the “Check Status” link on Status” link on the left toolbar.the left toolbar.

2.2. Enter a “known” Enter a “known” work order work order number.number.

3.3. If the number is If the number is valid, a copy of valid, a copy of the work order the work order will be presented will be presented again.again.

Example:Example:

View existing open work ordersView existing open work orders

1.1. Click “Open Click “Open Work Orders” Work Orders” on the toolbar on on the toolbar on the leftthe left

2.2. All open work All open work orders submitted orders submitted by the current by the current user are user are displayed.displayed.

3.3. Scroll right, left, Scroll right, left, up, down to see up, down to see more.more.

4.4. Click on the Click on the work order work order number to view number to view a copy of the a copy of the work order.work order.

Example:Example:

View closed work ordersView closed work orders

1.1. Click “Completed Click “Completed Work Orders” on Work Orders” on the toolbar on the the toolbar on the leftleft

2.2. All completed work All completed work orders submitted orders submitted by the current user by the current user are displayed.are displayed.

3.3. Scroll right, left, Scroll right, left, up, down to see up, down to see more.more.

4.4. Click on the work Click on the work order number to order number to view a copy of the view a copy of the work order.work order.

ExampleExample::

Additional Features: Running ReportsAdditional Features: Running Reports• Department Level Department Level

reports are reports are availableavailable

1.1. Click on the Click on the Standard Reports Standard Reports link on the toolbar link on the toolbar on the left.on the left.

2.2. Pick a report from Pick a report from the list and click the list and click the link to run it.the link to run it.

3.3. Enter parameters Enter parameters to show the results.to show the results.

ExampleExample::