Required role: Admin or Manager
Review a work request
1
Go to Requests
In the left sidebar, click Maintenance, then Requests.
2
Open a request
Click on a request with Pending status to open it.
3
Review the details
Read the description, check the location and asset details, and review any attached photos. Assess whether a work order is needed.
Approve and create a work order
1
Click Approve & Create Work Order
On the work request detail page, click Approve & Create Work Order.
2
Review and edit the work order details
The work order form will be pre-filled with the request’s information. Update any fields as needed:
- Title and description
- Category and priority
- Due date
- Assigned technician
3
Approve
Click Approve Request. The work request status changes to Approved, a linked work order is created, and the requester is notified.
Decline a request
1
Click Decline
On the work request detail page, click Decline.
2
Enter a reason
Provide a brief explanation of why the request is being declined (e.g., “Duplicate of existing work order”, “Not within scope”).
3
Confirm
Click Decline Request. The status changes to Declined and the requester is notified with your reason.
Next steps
Create a Work Order
Create work orders directly without a work request.