Creating incident requests - HxGN EAM - 12.0.1 - Help - Hexagon

HxGN EAM Help

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HxGN EAM Version
12.0.1

Create and update hospitality-based incident request records.

To create incident requests:

  1. Select Work > Verticals > Hospitality > Incident Requests.

  2. Click New Record.

  3. Specify this information:

    Find Guest By - Choose one of the following options to search for a guest:

    • Room - Select to locate guests by their room assignment.

    • Employee - Select to locate the hospitality employees by their employee codes.

    • Employee Name - Select to locate the hospitality employees by their names.

    • Last Name - Select to locate guests by their last names.

    • First Name - Select to locate guests by their first names.

    • Phone - Select to locate guests by their phone numbers.

  4. Enter data in that contains, e.g., if you chose to search by Phone, enter the phone number, and then click Search to begin the search process.

    • If exactly one match is found by the room, the system populates Room, the room description, and Room Property.

    • If exactly one match is found by the guest's last name, first name, or phone number, the system populates the information in the Guest Information section.

  5. Enter the guest's first, middle, and last name.

  6. Specify this information:

    VIP Status - Select the guest's VIP status.

    Employee - Specify the employee responsible for the incident request. The system automatically populates the employee description.

    Enter the guest's E-mail Address and Phone Number.

    Room - Specify the room where the incident occurred. The system automatically populates Room, the room description, and Room Property.

    Problem Code - Specify the code identifying the incident problem. The system automatically populates the service problem code description and Problem Code Property.

    Incident Details - Specify details of the incident as necessary.

    Copy to WO Comments - Select to copy the work order comments to the incident request.

    Property - Specify the property of the request.

    Status - Select the status for the request.

    Source - Select the request source.

    Type - Select the request type.

    Assigned To - Specify the person responsible for the property, this is typically the property manager, housekeeping, or building maintenance personnel. The system automatically populates Request Date and Request Taken By.

    Work Order - Specify the work order for the incident request. The system automatically populates Standard WO and Duplicate.

    WO Priority - Select the work order priority.

    WO Property - Specify the property at which to perform the incident work.

  7. Click Save Record.

    The system automatically populates Incident Request.

    • To create a work order based on the incident request, enter the room and problem code for the incident, and then click Create WO.

    • To email the guest, click Email Guest.

    • To create another guest request based on the guest information and another incident, click Create Another Guest Request.