Overview
Work Request Criteria determine whether a Work Order Type is available on Work Requests and whether surveys or checklists are required when a request is submitted.
Configure Work Request Criteria
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Select the Gear icon in the top navigation bar, and then select Admin Mode.
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Select Asset & Work Management > Work Order Types.
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In the Work Order Type Finder, select the Work Order Type you want to configure, and then select View.
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Select the Work Request Criteria card.
Make the Work Order Type available on Work Requests
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Select Available on Work Requests.
- When this setting is enabled:
- Requesters can select this Work Order Type when submitting a Work Request.
- The Send Survey and Enable Work Request Checklist options become editable.
Enable surveys
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To send a satisfaction survey when Work Orders of this Type are completed, select Send Survey. This option is only available when the Type is enabled for Work Requests.
Enable a Work Request Checklist
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To require requesters to complete a checklist, select Enable Work Request Checklist.
- Select Add Step Group to create the first group of checklist steps, and then enter a name for the step group.
- Select Add Step to create an individual checklist step.
- Select Save.
Work Request Criteria for this Work Order Type are now configured.