What it is for
The Requests module is the entry point for maintenance needs. It lets a requester report a problem and a manager triage those reports before turning them into planned work. It is the filter between “someone spotted something” and “a job is officially started”.
Key concepts
- A request carries a status: Pending, Approved or Rejected.
- The Requester role is free and unlimited: it creates requests but does not manage the work.
- A request holds a title, a description, an asset, a location and a priority.
- Approving is reserved for a manager; rejecting always requires a reason.
- Approving a request converts it into a work order by copying its details.
- A converted request is frozen and stays linked to the work order it created.
- Requesters can create a request from the web as well as from mobile.
Step by step
- 01
Create a request
The requester enters a title and a description of the problem, then attaches the affected asset and location and picks a priority. The request can be created on the web or on mobile, straight from the field.
- 02
Review and prioritize
The request arrives with a Pending status. The manager reads it, checks the reported asset and location, and assesses the priority to decide what happens next.
- 03
Approve or reject
The manager approves the request when the intervention is justified. If they reject it, they must enter a reason, so the requester understands why it was not taken forward.
- 04
Convert into a work order
Approving converts the request into a work order in a single operation. The title, description, asset, location and priority are copied into the new work order, which stays linked to the original request.
- 05
Track the request
Once converted, the request is frozen and no longer changes. It keeps the link to the work order it created, so you can always trace a job back to the report it came from.
Tips & good to know
- An approved request is locked: to change the work, edit the created work order, not the request.
- A rejection always needs a reason: write it clearly, it is the only feedback the requester receives.
- The more the requester fills in at creation (asset, location, priority), the less the manager has to re-enter after approval.
- Because the Requester role is free and unlimited, you can open request creation widely across your organization at no extra cost.