This section discussescreating Service Requests and updating Service Requests using thefluid user interface.
PeopleTools documentationregarding the PeopleSoft Fluid User Interface includes:
PeopleTools: Fluid UserInterface Developer’s Guide.
PeopleTools: ApplicationsUser's Guide, Working WithPeopleSoft Fluid User Interface.
Click to watch a shortvideo about PeopleSoftFluid User Interface - Getting Started.
Page Name | Definition Name | Usage |
|---|---|---|
My Requests Page | WM_MY_REQUESTS_FL | View list of requestsentered by a requester. |
Service Request — Requester Page | WM_WR_BY_WIZ_FL WM_WR_FOR_WIZ_FL | View the requester’scontact information that is Requested By and Requested For information. |
Service Request — Problem Type Page | WM_WR_TYPE_WIZ_FL | Select the type of problem. |
Service Request — Request Details Page | WM_WR_DTL_WIZ_FL | Enter the request details. |
Service Request — Submit Page | WM_WR_SUM_WIZ_FL | Review request detailsand submit the service request. |
Use the My Requestspage (WM_MY_REQUESTS_FL) to view list of requests entered by a requester.Select any row in the list to view the particular service requestdetails.
Navigation:
Fluid Home > Employee SelfService > My Service Requests
This example illustratesthe fields and controls on the My Requests Page on a Tablet. You canfind definitions for the fields and controls later on this page.
This example illustratesthe fields and controls on the My Requests Page (1 of 2) on a Phone.You can find definitions for the fields and controls later on thispage.
This example illustratesthe fields and controls on the My Requests Page (2 of 2) on a Phone.You can find definitions for the fields and controls later on thispage.
Field or Control | Description |
|---|---|
| Select to see a listof available actions for the current window. Access pages to personalizewindow content or sign out. |
Add Service Requests | Select to access theService Request page where user can create a new service request. |
Use the Service Request— Requester page (WM_WR_BY_WIZ_FL) to view the requester’s contactinformation.
Navigation:
Fluid Home > Employee SelfService > My Service Requests > Add Service Request
This example illustratesthe fields and controls on the Service Request - Requester Page ona Tablet. You can find definitions for the fields and controls lateron this page.
This example illustratesthe fields and controls on the Service Request - Requester Page ona Phone. You can find definitions for the fields and controls lateron this page.
Field or Control | Description |
|---|---|
Cancel | Select to return tothe My Requests page. On clicking this button a message will pop-upasking if the user wants to cancel the service request or not. |
Next | Select to navigate tothe next page. |
Is request for someoneelse? | Swipe to choose between Yes or No option. |
Contract Preference | Select to choose suitableoption from the drop—down list. Available options are:
|
Alternate E-mail addressor Phone number for this request only | Select to enter alternateE-mail address or Phone number. |
Use the Service Request— Problem Type page (WM_WR_TYPE_WIZ_FL) to select the type of problem.Based on the type of problem selected a series of pages will be displayedfor the user to further narrow down the type of problem.
Navigation:
Fluid Home > Employee SelfService > My Service Requests > Add Service Request
This example illustratesthe fields and controls on the Service Request - Problem Type Pageon a Tablet. You can find definitions for the fields and controlslater on this page.
This example illustratesthe fields and controls on the Service Request - Problem Type Pageon a Phone. You can find definitions for the fields and controls lateron this page.
This example illustratesthe fields and controls on the Service Request - Problem Type Page(2 of 4) on a Phone. You can find definitions for the fields and controlslater on this page.
This example illustratesthe fields and controls on the Service Request - Problem Type Page(3 of 4) on a Phone. You can find definitions for the fields and controlslater on this page.
Field or Control | Description |
|---|---|
Previous | Select to return tothe previous page. |
Problem Type | Select the appropriateProblem Type. Based on the type of problem selected a series of pageswill be displayed where the user can select options to further narrowdown the type of problem. |
Supplemental Questionnaire
Use the SupplementalQuestionnaire page (WM_WR_SD_WIZ_FL) to specify supplemental data.This page appears only if supplemental data fields exists for thetype of problem chosen.
This example illustratesthe fields and controls on the Service Request - Problem Type Page(4 of 4) on a Phone. You can find definitions for the fields and controlslater on this page.
Field or Control | Description |
|---|---|
Supplemental Questionnaire | Enter Supplemental data. |
Use the Service Request— Request Details page (WM_WR_DTL_WIZ_FL) to enter the request details.Based on the type of problem selected the request details will bepopulated.
Navigation:
Fluid Home > Employee SelfService > My Service Requests > Add Service Request
This example illustratesthe fields and controls on the Service Request - Request Details Pageon a Tablet. You can find definitions for the fields and controlslater on this page.
This example illustratesthe fields and controls on the Service Request - Request Details Pageon a Phone. You can find definitions for the fields and controls lateron this page.
Field or Control | Description |
|---|---|
Service Center | Displays the locationfrom where the service request was routed. This value defaults fromthe user preferences or the business unit. |
Date Required | Enter the date for therequest to be completed. |
Subject | Enter the request detailin brief. |
Description | Enter the request indetail. |
Serial ID | Enter Serial ID or selectfrom the search result. |
Asset Location | Enter Asset Locationor select from the search result. |
Add Attachment | Select to add attachmentto the request detail. Any number of attachments can be added. |
Asset Search Page
Use the Asset Searchpage (WM_ASSET_SRCH_FL) to search asset information.
Access this page byclicking the Serial ID prompt. Serial ID field appears as part ofthe request details for certain type of service request such as Fleet.
This example illustratesthe fields and controls on the Asset Search Page (1 of 2) on a Tablet.You can find definitions for the fields and controls later on thispage.
This example illustratesthe fields and controls on the Asset Search Page (2 of 2) on a Tablet.You can find definitions for the fields and controls later on thispage.
This example illustratesthe fields and controls on the Asset Search Page on a Phone. You canfind definitions for the fields and controls later on this page.
Field or Control | Description |
|---|---|
Tag Number | Enter tag number tosearch for assets in the asset repository. As part of the searchcriteria Tag Number, Serial ID and Asset ID are identifiers used forsearching assets. |
Cancel | Click to cancel theasset search and return to the Service Request page. |
Search | Click to search assetsbased on the search criteria specified. Asset information matchingthe search criteria will be displayed. Select any row in the searchresult to select that particular data for the Serial ID. |
Use the Service Request— Submit page (WM_WR_SUM_WIZ_FL) to review request details and submitthe service request.
Navigation:
Fluid Home > Employee SelfService > My Service Requests > Add Service Request
This example illustratesthe fields and controls on the Service Request - Submit Page on aTablet. You can find definitions for the fields and controls lateron this page.
This example illustratesthe fields and controls on the Service Request - Submit Page on aPhone. You can find definitions for the fields and controls lateron this page.
Field or Control | Description |
|---|---|
Finish | Click to submit theservice request. |
Service Request— Review/Update Page
Requester can use thispage to review and update service request information that has alreadybeen submitted and in pending status.
Service requests thathave been submitted can be viewed on the My Requests page.
This example illustratesthe fields and controls on the Service Request — Review/Update Pageon a Tablet. You can find definitions for the fields and controlslater on this page.
This example illustratesthe fields and controls on the Service Request — Review/Update Pageon a Phone. You can find definitions for the fields and controls lateron this page.
Field or Control | Description |
|---|---|
Supplemental Data | Displays supplementaldata if it exists for the service request. |
Notes | Enter any notes or specialinstructions that apply to the service request. The system keeps ahistory of any events that transpire between the agent and the requester,and it also keeps a record of any communication between the technicianand the requester through the Notes. However in the fluid user interfaceyou cannot reply to notes that were added while creating a work orderor work order task. Hence the Reply button will be disabled for WOHeader and WO Task notes. Only notes added to the service requestscan be responded by the requester. |
Post Note | Select to save the enterednote in the database. |
Cancel | Click to return to theMy Requests page without saving the changes. |
Save | Click to save the changesand return to the My Requests page. |
Navigation collectionsare sets of links that support the users' ability to perform key businessprocesses in a services organization. This navigation collection enablesusers to access frequently used components from one location. Systemadministrators can modify a Navigation Collection to include linksto any component or page in the Financials database.
This example illustratesthe fields and controls on the Maintenance Management Tile.
Click the MaintenanceManagement tile on the Fluid home page to access a collection of frequentlyused setup and Maintenance Management related components.
This example illustratesthe fields and controls on the Maintenance Management Navigation Collection.
The left panel of thispage lists all the components in the following categories:
My Equipment Hierarchy
My Service Requests
My Work Orders
My Preventive Maintenance
My PM Projections
My Maintenance Mgmt Analysis
Default Work Order Accounting
Inventory Replenishment
MM Workcenter
The right panel displaysthe component selected in the left panel.
Administrators can editthe categories displayed in the navigation collection by accessingthe Structure and Content page (Navigation: PeopleTools, Portal, Structureand Content, Portal Objects, Navigation Collections, Maintenance Management).
