Adding a Work Request

Modified on Fri, 23 Jul 2021 at 10:57 AM

  1. Click Add New | Work Request 

  2. Click in the Type field and select your Work Order type 

  3. Choose the desired type of work request you wish to create. These types are set under in the look up lists while setting up your system.

  4. Click Charge Type and choose Asset

  5. For Charge To, you have two options to find the piece of equipment you are looking for

The Search Icon will produce a search screen to help find the Equipment ID you are looking for.     The Tree icon will produce a Tree Look up that you can break down to find the Equipment ID     

  1. Click on the desired Equipment ID to populate the Charge To field

  2. Type the description of the work that needs to be done; this is the only required field

       8. Click Save

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