Page Comparison

"My Open Phase" lists all your assigned work orders together

"My Open Phase – Admin" lists all your assigned administrative work orders. This is where you will find bench stock (consumables), PPE, minor tools and office supplies.  It is important to use the correct phase due to university accounting.

"My Open Phase – Construction/Projects" lists all your assigned project work orders.

"My Open Phase – Maint" lists all your assigned corrective and preventative work orders.

"My Open Phase – Service" lists all your assigned service requests for example, moving and delivery, hanging pictures, event support.

A new purchase request screen will open. The purchase request number (in yellow) will auto assign. 

What defaults?

• work order number
  • phase
  • shop
  • region
  • facility
  • property
• requested delivery date (make sure to change if you need it processed sooner)
• purchase request status

Fill in the required (red boxes) purchase request information:

• • Description box
    • brief description of item(s) to be purchased or services to be provided
  • Requested Delivery Date
    • same as desired service date, the default is a week out.  If this is urgent make sure to change the date and email the buyers
  • Requested By
    • assign to the person who can authorize the purchase if not yourself.  It has to be someone in the shop on the work order attached to the purchase request.  If you aren’t in the shop make sure to list your name in the description box
  • Deliver To
    • It has to be someone in the shop on the work order attached to the purchase request

Add Line Item(s) to the Purchase Request Select "Add" (located in the bottom right-hand corner) 

Select "Add Service"

Select "Next"