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Which service groups are used by the customer? All service group members will be users of the Workplace Management application and will get tasks to handle requests.
Which problem types are applicable to the customer? Does the customer want a simple list with only a couple of problem types to choose from or a complete hierarchy of problem types with multiple levels?
Does the customer want to use the
corrective work orders module? Requests can be handled directly by the responsible service group (member) or via corrective work orders created from the request. Corrective work orders can be assigned to internal users or external suppliers to register relevant costs and handle the problem. If the customer wants to use corrective work orders:Use corrective work orders in general: corrective work orders can be created in all requests (independent from problem type)
Use corrective work orders based on the problem type: Determine per problem type if corrective work orders can be created.
Are SLAs used to monitor the response and handle times of requests? If so, register the desired response and handle times per priority.
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For the user manual with a more step-by-step explanation of the process itself, see: Requests module for (end)users
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