Work Requests
Section titled “Work Requests”A Work Request is a formal submission to create a Work Order for maintenance, repairs, or facility issues.
| User Type | How They Submit |
|---|---|
| Internal Users | Staff with restricted system access (Requesters) create Work Requests directly from the main application. |
| External Users | Administrators can set up web-based Guest Portals where individuals without a system account can submit Work Requests. |
The Approval Process
Section titled “The Approval Process”Maintenance Managers or Administrators must review all incoming requests to either approve or decline them.
- Conversion: Once approved, the Work Request is immediately converted into an active Work Order and can be assigned to a technician.
tip: When to Skip the Work Request Only limited “Requester” users are required to use this workflow. System Administrators and Full Access users can bypass this inbox and create Work Orders directly, as the approval process is redundant for their permission level.
The Work Requests Module
Section titled “The Work Requests Module”The Work Requests dashboard is the centralized inbox for ticket management:
- For Requesters: This is where they submit new tickets and track the real-time status of their reported issues.
- For Administrators: This is the triage center where they view, filter, approve, or decline all pending submissions.
Guest Portals
Section titled “Guest Portals”A Guest Portal is a standalone, web-based form that allows anyone to report a problem without needing a user account or login credentials. Anyone who has the dedicated URL or scans the portal’s printed QR code can instantly generate a Work Request.
Administrators can:
- Configure multiple Guest Portals
- Target them to specific machines or facility zones
- Place QR codes directly on equipment