Summary

The Door Hangers Report is used to generate door hangers for all of the service requests of a selected date range. The date range used to filter the Door Hanger Report is the service request date. Only Active status service requests will display on the Door Hangers Report. Closed or committed service requests will not display on the report because service requests are generally moved to a closed status after the work has been completed.

Step by Step

1     Open the Service Request Door Hangers window (UB> Service Requests> Door Hangers).

2     Configure the report.

• Enter a date in the Service Requests From and Service Requests To field to filter the service requests that display in the report by service request date.
  • The service request date is entered in the Request Date field on the first step of the Service Request Wizard.
  • You can view the request date of a service request UB> Service Requests> Input> Request Date column.
• Use the Service Request Code drop-down menu to filter the service requests included on the door hangers by the service request code attached to the service request.
  • Select All to include all service request codes.
  • Service request codes are created and maintained in UB> Maintenance> Service Request Code. You can generate a list of service requests of a certain service request code using the Service Request Proof List (UB> Service Requests> Proof List).
• The Door Hanger will display the customer name, customer number and service address of the service request.
  • The organization name that displays at the top of each door hanger is set up in SS> Utilities> System Setup> Organization tab> Name field.
  • The service address will default to the lot address when the service request is created.
    • You can view the service address of a specific service request in UB> Service Requests> Input> Open a service request. The service address will display in the Service Address field on the first step of the Service Request Input Wizard.

3     Print the report.

• Click the Print icon to process the report immediately or enter a date and time in the field next to the Print icon to schedule the report to generate at a later time. You can view the progress of the report on the Job Viewer window (SS> Utilities> Show Scheduled Jobs).
  • Click the Print icon drop-down menu and select Print Preview to preview the report before printing.
  • Click the Print icon drop-down menu and select Excel to export the report data to an Excel spreadsheet as unformatted data.
  • Click the Print icon drop-down menu and select Excel (Formatted) to export the report data to an Excel spreadsheet that includes much of the Springbrook formatting found on the printed version of the report.
  • Once the report is generated, you can also display the report using the View Reports window (SS> Utilities> View Report).