Applications

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From Operations > Requests, corrective action requests are generated and managed within Evolution.

From Create, a new request is generated, completing the following fields: (planner profile)

  • Title: A brief overview of the requirement
  • (Type (?): is a parameter that allows filtering and classification) or level of urgency?
  • Asset: the asset affected by the requirement.

When creating a request, you have the option to configure its visible fields – optional or required –

Can fields be added to a request?

What is the purpose of the application title?

This configuration can also be complemented by the creation of categories (see settings > categories).

How do the application categories work?

It is important to clarify that the Active field can be left blank – for cases where the record cannot be identified or does not exist – but, when processing the request, it is necessary that there is data in that field.

Why might an application not be active?

Application status:

  • Open: The request has been created, but some of the minimum required fields are incomplete.
  • In process: the request has all required fields completed and at least one task assigned - it is actually whether or not a check has been activated.

When should a request be marked as In Process?

  • Work order in progress: at least one task was assigned to the request and a work order was created for it.
  • Resolved: The request requirement was resolved without needing to assign a task or generate a work order.

What is the difference between resolving a request and generating a work order?

Why can't I edit a request after adding tasks?

What does it mean to mark “The asset is stopped”?

What is conformity and when is it used?

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