Creating an Improvement Request

You create an improvement request when you want suggestions or solutions about a piece of equipment, its process, or maintenance.

Context

Procedure

Open the Improvement Requests application.
To create an internal improvement request, choose New Internal.
The system displays the Improvement Request window.
Note
- If your issue needs resolution from a recommendation provider outside your organization, create an external improvement request by choosing New Improvement Request External.
- You can convert an improvement request from external to Internal using Submit to External Provider, as long as the request is not set to<Confirmed>.
  
  For requests in <Draft> status you can change the <Provider> or stakeholder to an external business partner directly.
To define a case, enter the following details in the New Improvement Request dialog box:
1. Enter a request description
2. Choose a reference object type (Model, Equipment, Location)
3. Choose a reference object ID, based on reference object type chosen.
4. Select an improvement category
  In case the selected improvement category is Master Data Improvement, a new revision has to be created for the reference object.
  Note
  
  In revision is created in the following cases.
  
  Only if the reference object ID is either a model or equipment.
  
  Requestor must have write access to reference object ID.
  
  Reference object must not have an active in revision, that is, if reference object mmust be in a published state.
5. Choose a priority
6. Select a reviewer to review your improvement request.
7. Select a provider who can provide a resolution to your improvement request.
8. Choose OK.
To add one or more items of equipment, choose Edit→ Affected Equipment and perform the following tasks:
1. Choose Add
2. Select one or more items of equipment
3. Choose Assign
To add additional information to the case, choose Request Description and provide the necessary description of the case in the Description text box.
To assign instructions to the case, choose Request Instructions and perform the following tasks:
1. Choose the Assign button in the Instructions section.
2. Select one or more instructions from the Select Instructions popup.
3. Choose Assign in the popup.
To add additional information to the case using documents, choose Request Documents and perform the following tasks:
1. Choose Add Assign.
2. Select the relevant document.
3. Choose Assign.
Choose Save.
Choose Send for Review to submit the case to the reviewer.
- Choose Submit to submit the request directly to the provider.