Work Requests offer a quick and simple way to report an issue without the need to submit a detailed Work Order. They are particularly useful in fast-paced environments and add an extra layer of security and approval before creating Work Orders.
If a Work Request is approved, it is converted into a formal Work Order. If rejected, a reason for rejection can be provided. You can also notify the requester of the updated status in either case.
Create a Work Request
- Select the Work Orders drop-down on the menu bar.
- Click Create Work Request.
The Work Request Entry screen will open. Fill in the required fields to document the request. Required fields are marked with a red asterisk.
- Asset ID: A Work Request can be created with or without an Asset. If you know the Asset ID, you can freely type it in the Asset ID field. Otherwise, use the Search button to find it in the Asset Finder.
- Work Order Type: Select the type of work order from the dropdown menu, such as Repair.
- Requested By: This field will automatically fill with your name.
- Reason for Work: Choose a reason for the work from the dropdown menu, like Down Asset.
- Work Requested: Provide a detailed description of the issue to ensure clarity for the maintenance team.
Note: Once you've added an Asset, use the green binoculars icon next to Asset ID to view more details about your selected Asset. Only one Asset can be associated with a Work Request.- After filling out the relevant fields, select Save at the bottom of the page to submit the Work Request.
- For certain Work Order Types, a checklist will be prompted. Fill out the checklist as needed or add a comment.
- After completing the checklist, click Save at the bottom of the page. The Work Request will be created.