Create and Manage Work Requests

The admin can create work requests from the system very easily.

Here is a reference video:

Step by step instructions to create a work request 

• Click on Order Management and then click on Incidents.

• On the Incidents page click on Request.

• Click on the blue button New Request from top right.

• Fill up the Request information under Request Details section

• Type the Subject & description. Select the Request type, priority and other details. Based on the priority, the due date and response date will be populated according to the Incident Priority Master

• Fill in the requester details. The requester type can be either a customer or an internal employee. Enter the name in the text box, and if it exists, a name suggestion will appear for you to select.

• Fill up the request grouping details, Assign work request to technician

• Select the related asset for which the work request is recorded.

• Before selecting the related asset, ensure that the facility or asset location has been added. Or you can filter by asset from asset popup. Click on Add new asset button. It will open an asset popup

• Select the check box for respective asset and click on Add Asset button

• Click on Choose a file  to upload a file in the request.

• Click on Save button to save the request