Requests
From aeonscope
Requests is a company wide 'to do' manager. It replaces the various reminder systems used, and puts them in one, central place so they don't get forgotten. Plus, it's integrated with aeonscope Contacts and Production (Jobs) modules.
Requests allows an employee to see the various tasks being accomplished by other employees, to seek or offer assistance, look for confirmation or to track progress.
Contents |
Requests Icons
= New
= View
= Edit
= Pending
= Clear
= Save & Exit
= Search/Lookup
= Lookup using Description
= Lookup using Debtor
= Calendar
Requests Terminology
aeonscope uses the following terminology within the Requests area:
- Company: a company with a registered business name and ABN
- Person: an individual
- Creditor: a supplier - someone to whom your business pays money for goods or services
- Debtor: a customer - someone who owes your business money for goods or services
- Employee: an individual employed by your company
- Type: Request types are set by aeonscope administrators from your company. They help differentiate between different types of requests.
- Priority: the urgency of the Request. The Priority may be either High, Low, Medium or On Hold.
- State: the current status of the Request - either Open, Closed or Cancelled
- Finalised: the Request requires no further action
Working with Requests
From the aeonscope 
icon in the taskbar, select Requests.
This will open the Requests window:
Submitting a New Request
Click on the New button in the Requests window. The Request Entry window will open
The Request Number, Opened By, Date, Time and State fields will be filled in automatically. Complete a brief description of the issue for the Short Desc. field, and the thorough Description of the Request.
If the Request is being made by someone outside your company use the Search/Lookup button next the the Company field to locate their company's details in your aeonscope database, and put their representatives name in the Reported By field. If it is an in-house request use your company's name in the Company field, and your own name in the Reported By field.
The Refferred To field should contain the name of the person whose attention you wish to be drawn to the Request.
The Due Date field should contain the date that the Request needs to be finalised or completed by. If there is a [[[Job|Job]]] or process associated with this Request enter the Job number into the Job field. This field has a unique Lookup function, where you can choose to search for the terms you have written in the job field either by Job Lookup using the button, or by description using the button, or by Debtor using the button.
For general information on conducting Lookup searches, please refer to the Searching/Lookup article.
The Tech Dtls can be used for any additional, sensitive information. Before clicking the OK button return to the top of the Window to set the Request Type and Priority.
Clicking the OK button will add the new Request to the database. The employee specified in the Refferred To field of the new Request will be alerted via a popup window detailing the new Request.
Viewing Requests
To see all the Requests currently active, click on the Pending button. This will open the list of current Requests. You may choose to view only the Requests that involve you by checking the My Jobs box. To see all pending Requests select the All Pending box. You may choose to view only the active Requests, or include the Requests that are flagged as On Hold by clicking the On Hold box. These lists can be organised by Priority (default) or by Employee.
Editing Requests
To view or edit the details of any Request doubleclick on it in the list. This will open the Request Entry <UPDATE> window.
Update the details of the Request, then click the Ok button to save the changes and exit the Request Entry window.
Request Report
The Request Report collates information from the Requests database to provide a summary of the Requests in a specific period of time. The report can be limited to include a specific Employee's Requests.
The Request Reporting tool can be accessed from the aeonscope icon in the taskbar, selecting Production → Reports → Request Report. This will open the Request Report window. 
- Enter a date or date range in the Date field.
- In the Select Status field you have the option of reducing the Repor to only include Open, Closed or Cancelled Requests. Leaving this field emapty will report on all requests in the specified time period.
- The report can be reduced further by specifying an Employee in the Select Employee Code field. This is an optional field.
- Click on the
button. The report will open in a new window.
