Request Management - How do I Approve/Reject Requests?
To create a Work Order out of a request, follow the steps below:
- Open the request details by clicking on a Request
- Review that the details are accurate and add/edit details as needed
- Select the arrow next to the Complete button.
- Select Create Work Order.
A Work Order for the request will now appear in the Work Orders Module.
Multiple Requests can also be approved at once by creating the Work Orders from the Request Management screen:
- Select the Request(s) being approved
- Click the Create WO button.
- Click the Create Work Order button.
A Work Order will now be created for each Request selected.
Go to Eptura Asset's CreateWork Orders article to learn about the fields.
Reject a Work Request
To reject a request, the request must be canceled. To cancel a work request, follow the steps below:
- Click on the Request needing to be canceled to view the request details
- Select the arrow next to the Complete button
- Select Cancel Work Request
The Work Request has now been canceled.