Required role: Admin or Manager
Review a work request
Go to Work Requests
In the left sidebar, click Maintenance, then Work Requests.
Open a request
Click on a request with Submitted or Under Review status to open it.
Review the details
Read the description, check the location and asset details, and review any attached photos. Assess whether a work order is needed.
Convert to a work order
Click Convert to Work Order
On the work request detail page, click Convert to Work Order.
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
Create
Click Create Work Order. The work request status will change to Converted and the requester will be notified.
Reject a request
Click Reject
On the work request detail page, click Reject.
Enter a reason
Provide a brief explanation of why the request is being rejected (e.g., “Duplicate of existing work order”, “Not within scope”).
Confirm
Click Confirm Rejection. The requester will be notified with your reason.
Next steps
Create a Work Order
Create work orders directly without a work request.
