How to Approve a Work Request (Conversion)

When you approve a Work Request, the system automatically converts it into an active Work Order that can be assigned to a technician.

Required Permission: Approve Work Request (typically Maintenance Manager or Administrator)

Step 1: Navigate to Work Requests

From the main sidebar, expand Maintenance and select Work Requests. The dashboard will display all pending requests awaiting review.

Step 2: Open the Action Menu

Locate the specific Work Request you want to approve. Click the More (⋯) icon in the far-right column.

Step 3: Select Approve

Click the Approve option from the dropdown menu.

Step 4: Complete the Work Order Form

The system will immediately launch the Create Work Order form, pre-populated with the relevant data from the Work Request:

• Update and verify all fields (Category, Priority, Types, Assignment, Dates).
• The system inherits the Name, Description, and Asset from the original Work Request.

Step 5: Submit the Work Order

Click the Submit button. The Work Request status will update to “Approved” and the Work Order will be created and visible in the Work Orders module.