Understand Request to Work Order Workflow

1. Eptura Workplace - Submit a Service Request

1. Navigate to Service Request > Submit Request. The Service Request screen displays.
2. Select whether the request is for (A) me, another person, or a specific asset.
3. If you create a ticket for yourself, your (B) location is selected by default. If a location is not defined automatically or differs from the default selection, then enter the correct location.
4. In the Request Type section, select a request type from either the Most Common, Recent, or View All tabs. Also, some request types contain (C) sub-categories that you can select from.

When you select the request type, then you can complete the details.

5. Click the Priority level, either Urgent, High, Normal, or Low.
6. Click the Date Required picker and then select the date and time.
7. In the Comments field, enter any comments.
8. If you need an upload an attachment, then either drag and drop an attachment to the field or click the attachment field and then select the file to upload.
9. Click the Submit Request button.

A message displays the service request ticket number and you will receive an email notification.

2. Eptura Asset - New Work Order

1. Navigate to Work Orders and the Work Order Management screen displays.
2. From the list, click the work order to open it.

3. From the Assigned drop-down, select a technician.
4. If needed, from the Asset field, search and select an asset.
5. If needed, in the Customer field, search and select a customer.
6. Click the Save button to save any updates.

3. Eptura Asset- Complete the task

As the technician completes the task(s), they can update the Work Order with the Service Tasks, Labor, Parts, Notes, Attachments, and Other Costs. Also, if needed, they can take the asset down while they work on it. Learn more in Edit a Work Order.

4. Eptura Asset - Change Work Order status to completed

When the technician has completed the tasks, then they can change the work order status to completed and this status is sent to Eptura Workplace and the service request status is updated.

5. Eptura Workplace - Find the Archived Service Request

When Eptura Workplace receives the Complete status, then this is updated in the Service Request and then the request is archived. You will find the archived requests in the Search History.

1. Navigate to Service Request > Search History. 
2. From the Center drop-down, select the Service Request Center, that you want to search in.

2. In the Request Number field, enter the number.
3. Click the Submit button and the results display.

4. For the request you want to see, click the View button.