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Additional Request Settings Overview

Eptura Knowledge Center

Additional Request Settings Overview

Work Requests through the application are a convenient way to keep everything in one place as they eliminate the need for pen and paper, no more writing requests on a notepad only to find that it was misplaced. 

However, there are additional settings in the application to make this even more convenient such as Work Requests from Email and QR Requests which can be found under SETTINGS > ADDITIONAL REQUEST SETTINGS

AdditionalSettingsNavigation.gif

 

Lets take a look at the two additional request settings

  1. Work Requests From Email
  2. QR Requests

 

Work Request From Email

A Work Request can be initiated via Email by emailing the Email Address provided in the Email To Request Settings. This feature must be enabled to allow users to submit Work Requests via Email.

Below are instructions on how to configure the application to receive Work Requests submitted via Email.

Work Request From Email Setup

  1.  Navigate to SETTINGS > ADDITIONAL REQUEST SETTINGS > WORK REQUEST FROM EMAIL

    The default settings appear as shown below:
    MicrosoftTeams-image (4).png
     
  2. Select the "Enable Email To Requests" checkbox to allow your database to accept Work Requests via Email

    Enable Email.gif
     
  3. Select "Save" to apply the changes

 

Settings

  • Enable Email To Requests
    • This option must be selected to enable your database to receive Work Order Requests via Email
  • Enable Unprocessed Auto Response
    • By selecting this option, Email Requests that cannot be processed receive an automated response. The automated message can be configures in the Unprocessed Email Auto Response text box

      clipboard_e446582cb926e2e3e7d92e34cb7f19c90.png
       
  • Enable Processed Auto Response
    • By selecting this option, Email Requests that cannot be processed will receive an automated response. The automated message can be configures in the Processed Email Auto Response text box
      clipboard_e053e60442293854732a5d53fbb1c6f73.png
       
  • Whitelist Only
    • By selecting this option, Email Requests received from Email Addresses that are not whitelisted will not be processed. To whitelist an email, type an email into the textbox and click the green add button
      WhitellistEMail.gif
  • Default Entity
    • Select which Site the Email Request will be directed to by default
  • Validation Tag
    • Email validation is a  method of verifying if an email received is valid and deliverable. It also confirms if an Email Address has a reliable domain such as Gmail or Yahoo  (not commonly used)
  • Email Address
    • The Email Address in this box is where all Email Requests must be sent to in order to be processed
QR Requests

QR requests enable you to scan a QR code from your device's camera, directing you to the Request Portal where all information regarding the asset associated to the QR tag will be pre populated. 

To enable QR requests, follow to steps below:

  1.  Navigate to SETTINGS > ADDITIONAL REQUEST SETTINGS > QR REQUESTS

    The default settings appear as shown below:
    MicrosoftTeams-image (5).png
  2.  Select the "Enable QR Requests" checkbox to be able to print QR Request Codes. QR Request codes must be printed from the Asset page (this option will only show in the Asset Module if QR Requests are enabled)

    EnableQR.gif
     
  3. Select "Save" to apply the changes
     

Settings and Form Settings

  • Enable QR Requests
    • This checkbox must be selected in order to print QR Request Codes and receive QR Requests
  • Use Company Logo
    • Selected by default, the Company Logo will appear on the QR Request Code and Submission Form
  • Maximum Requests Per Asset Per Day
    • Enter the maximum number of QR requests that can be submitted for an Asset each day
  • Require Purpose
    • Requester will be required to enter purpose of request if this checkbox is selected
  • Require Email
    • Selected by default, Requester is required to enter their contact email. If unselected, a default requester email will be required
  • Enable Picture
    • Allow a requester to take a picture to attach to the request
  • Emoji
    • Emoji can be used in the Submission message to acknowledge the request submission. Example: Thumbs up emoji, indicating a successful submission request
  • Label Msg. (Line 1)
    • Message that will be displayed on the QR Request Code label upon printing
  • Label Msg. (Line 2)
    • Message that will be displayed on the QR Request Code label upon printing
  • Submission Message
    • Message that the Requested will receive upon submitting a QR Request
Use this feature to
  • Simplify submissions for Requesters
  • Allow users to submit Work Requests From Email
  • Allow users to submit Work Requests by scanning a QR Code associated to the Asset

 

 

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