How to Create a Work Request (Internal Users)

For logged-in users with “Requester” permissions, follow these steps to log a new maintenance issue for management review.

Step 1: Navigate to Work Requests

From the main sidebar, expand the Maintenance section and select Work Requests. Click the + Create button in the top-right corner.

Step 2: Detail the Issue

Field	Instruction	Required
Name	Enter a clear, brief title for the problem (e.g., “Loud vibration and oil leak on main line”).	✅ Yes
Priority	Select the perceived urgency of the issue (e.g., Low, Medium, High).	✅ Yes
Asset	Search for and select the specific equipment that is malfunctioning.	—
Description	Provide the full diagnostic details of what you observed, heard, or smelled.	—
Note	Add any additional administrative context or specific instructions for the reviewer.	—

tip: Best Practice: Always Tag the Asset Even though the Asset field is technically optional, you should always attempt to link your request to a specific machine or facility. If you leave this blank, the maintenance manager will have to physically hunt down the issue, which delays the approval and repair process.

Step 3: Submit the Work Request

Review your information for accuracy. Click the Submit button to send the Work Request to the manager’s queue for review.