Required role: Admin or Manager
Review a work request
1
Go to Work Requests
In the left sidebar, click Maintenance, then Work Requests.
2
Open a request
Click on a request with Submitted or Under Review 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.
Convert to a work order
1
Click Convert to Work Order
On the work request detail page, click Convert to 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
Create
Click Create Work Order. The work request status will change to Converted and the requester will be notified.
Reject a request
1
Click Reject
On the work request detail page, click Reject.
2
Enter a reason
Provide a brief explanation of why the request is being rejected (e.g., “Duplicate of existing work order”, “Not within scope”).
3
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.