Requests Overview
The Request Module is where incoming requests from customers and employees are logged and managed. Requests are separate from work orders but they are linked together so that the requestor and the workers fulfilling the request can update and communicate with each other. Requests can be submitted directly in the module or through the Request Portal.
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Modules and Portals
Customers and employees can submit requests through a Request Portal. These requests are then logged and managed in the Request Module in Eptura Asset. You can create rules that automatically generate a work order for the requests or you can create them manually as needed.
Request Portal
The Request Portal is where your customers and employees can submit requests. Below are examples of request portals
Example A
This company has a simple setup of a single Request Portal for all their requests.
Example B
In this example, this company has two separate businesses and has created a Request Portal for each one.
Example C
In this example, we have a lodge resort company with various locations. They have several Request Portals to serve each location.
Complete the Learning Paths
- Learn how to submit a request to the maintenance team in the learning path called Requests - The Basics.
- Administrators can learn how to establish their request portal, configure settings, and turn submitted requests into actual work orders. Explore the learning path called Requests - Admin Setup & Settings.