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Requests - How do I Create and Manage Requests?

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Where did all the Requests go?

To view all Requests, navigate to the Requests module.

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From this page, all Active Requests will appear. To view the details of a request, simply click on a row from the table and it will open up the request details for that request.

 

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The details of the request will include:

  • Request ID
    • Automatically populated upon creation of request. Can be used to search for request
  • Subject
    • Purpose of request submitted by requester
  • Asset
    • The associated Equipment, Location or Vehicle
  • Entity
    • Formerly known as Facility (See Terminology Index)
  • Date Submitted
    • Date when the request was created
  • Priority
    • Urgency of the request
  • Requested By
    • Name of the Requester
  • Assigned
    • Contact responsible for approving the request
  • Date Closed
    • Date the request is closed
  • Origin
    • Displays where the request originated from (Email/Portal/in-app)
  • Alt Phone #
    • Phone number entered by Requester
  • Issue Description
    • Description of issue/work being requested
  • Notes
  • Attachments

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Creating a New Request from the Request Module

To create an in-app  Request, navigate to REQUESTS > NEW REQUESTS and the New Work Request form will appear.

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Fill in all required fields along with any additional information and select  clipboard_ee083ada06d3fd585f6766b8f580afd5e.png . Your new request will now be available in the Request Management screen.