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Create a new Request

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If you need a new request, this can be quickly created. However, you may find that your employees and requesters will use the Request Portal to submit their requests.

  1. Navigate to Request and the Request Management screen displays.

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  1. Click the New Request tab and the New Work Request screen displays.

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  1. Complete the following fields:
Fields Description

Purpose of request here 

Enter a brief description of the purpose of this work request. 

Enter Asset 

This is optional, because the work request may not be for an asset that is tracked .

If the work request is associated with an asset, then you will need to enter the asset.

Entity 

Select the entity/site for the location the work request originates from.

Date Submitted 

This displays the date and time the request was created.

Priority 

The priority is automatically set based on the defaults in the module settings. You can change the priority based on the importance and schedule of the work request.

Requested By

Person that is requesting the work. This field is automatically populated with the name of the user creating the work request, but it can be edited.

Assigned 

Select the person whom the work request is assigned to.

Date Closed

This initially displays as blank and it will populate the date when the work request is closed.

Origin

Where the request was created, for example, in the web application or mobile application. This field is automatically populated when you create the work request and is not editable.
Custom fields

Any custom fields, set up by your Administrator will display in this area. Learn more in 
Add or Edit Request Custom Fields.

Issue Description 

Enter any additional description of the issue.

4.  Click the Save New Request button to create a new work request.