Creating incident requests
Create and update hospitality-based incident request records.
To create incident requests:
- Open the Incident Requests form.
- Click New Record.
-
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.
-
Enter data in
that contains, e.g., if
you chose to search by
Phone, enter the phone
number, and then click
to begin the search process.
Note: 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.
- Enter the guest's first, middle, and last name.
- VIP Status—Select the guest's VIP status.
-
Employee—Enter 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—Enter the room
where the incident occurred.
The system automatically populates Room, the room description, and Room Property.
-
Problem Code—Enter the
code identifying the incident problem.
The system automatically populates the service problem code description and Problem Code Property.
- Incident Details—Enter details of the incident as necessary.
- Copy to WO Comments—Select to copy the work order comments to the incident request.
- Property—Enter the property of the request.
- Status—Select the status for the request.
- Source—Select the request source.
- Type—Select the request type.
-
Assigned To—Enter 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—Enter the
work order for the incident request.
The system automatically populates Standard WO and Duplicate.
- WO Priority—Select the work order priority.
- WO Property—Enter the property at which to perform the incident work.
-
Click
Save Record.
The system automatically populates Incident Request.Note: 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.