Task Requests

Available from 5.5.0.0

Appointment Requests can originate from MRI Evolution as well as integrated systems.

Appointment Request details are agreed with an end customer:

  • Day and Session Preferences
  • Communication Preferences
  • Agree Appointment Attendance Windows

Automated communications sent to the end customer, including progress updates, can be configured to meet user's requirements.

Task Management > Task Appointments > Time Records or hyperlink enabled fields in various places

The link will open the Task Requests page.

Task Request- Details Tab

Field Name Description
Request Details  
Requested By The Contact making the Request. It defaults to the Reporter of the linked Task but can be updated
Reference The Task Id of the linked Task
Summary Summary details of the Request
Building The Building of the Request
Contract Autocomplete field containing Contracts available to the Building associated with the current Request
Discipline Select the Discipline for the Request
Source The source system where the Request originated from
Appointment Required?

Available from 5.5.1.0

A read only check box indicating that a Task Appointment is required for the Request
Date Requested The date / time the Request was created
Created By The name of the User that created the Request
Date Actioned The date / time the Request was confirmed
Actioned By The name of the User that confirmed the Request
Tasks  
Tasks grid Filtered list of Tasks related to the current Request

Task Request - Appointments Tab

Note: If the Appointment Required? = False the Appointment Tab of the Request input panel will be hidden.

Field Name Description
Appointment Preferences  
Day Preference Autocomplete field containing Calendar Days records where Use for Appointments = True
Session Preference

Autocomplete field containing Calendar Session records where Use for Appointments = True

If a Value has been selected for Day Preference field, this field will be filtered to show values linked to the selected Calendar Day record
Plan only in preferred times Check box to ensure the Request must occur during the defined preferred Calender Day and Calendar Session
Contact Preference Multi-select dropdown containing the communication methods set for the Appointment, these can be updated here
Turn off reminders Check box to disable reminders related to the Request
Notes Free type field to enter details pertinent to the Appointment.
Appointments  
Appointments grid Filtered list of Appointment Visits related to the current Request

 

Complete the fields and click Save.

Note: On save of a new Request the system will create a new Appointment Visit linked to the current Request, if the Contract linked to the Request has Appointments enabled