About Work Requests

A work request is a request for work to be done on a particular asset, if approved, the work request will become a work order. It contains information such as:

• what specific tasks must be done
• what asset the work must be done on
• the priority of the work as assed by the creator

Work Orders vs Work Requests

A work order differs from a work request by who creates them and the urgency of the work.  A work request is created for non urgent work by any user who can create a work request. A work request is then approved or denied by an administrator or full user. If approved, it becomes a work order, and only then can it be scheduled and completed.

For more help with work orders or requests, see:

• Submitting a Work Request or Approving and Denying Work Requests
• About Work Orders
• Filtering and Viewing Work Orders/Requests

Important Work Request Overview Information

The information that is displayed in a work request is exactly the same as in a work order, as the difference between the two is solely the creator and the status (ie: where in the completion process the work is). 

When you open an existing work request you should immediately be directed to the work request overview. This section should describe the different menus that will be shown and how to navigate between them. The picture below shows a sample Work Request Overview.

Details & the Work Order Form Fields at a Quick Glance

The very top menu is an easy way to quickly glance at the most important details of your work order and can be edited if needed by the form fields below the "Costs" menu. While it does not include every form field, it does include the work order's:

• No. (ex: 24000255)
• Status (ex: Work Request)
• Type (ex: Contractor Work)
• Priority (ex: Safety - Immediate Personal Harm)
• Description (ex: Testing android)
• Asset ID (ex: AH-001)
• Asset Name (ex: Air Handler 1)
• Asset Location
• Lines towards completion (ex: when it is scheduled, assigned, completed, etc)
• Department 
• Line 

The chart below provides detailed descriptions of each of these fields and any other ones found in the full list below the "Costs" widget.

For more help editing work request form fields, see Editing a Work Request

Costs Tracking Widget

The costs widget describes the total estimated and actual costs of your work order. There are 3 sub-sections for each total estimated and actual cost: 

• costs of parts
• costs of labor
• any other costs

The costs are calculated once information about the parts costs and labor rate and duration are entered. The actual costs of the work order will be displayed in the printed work order report once completed.

For more help estimating and adding costs or printing a work order report, see Adding and Viewing Work Order Costs or Printing a Work Order.

Work Order History

This widget shows any activity that has been done to the work request such as its creation, approval, scheduling, and completion. 

For more help with acting upon work orders, see:

• Creating a Work Request
• Approving/Denying Work Requests
• About Labor Scheduling
• Completing a Work Order
• Canceling a Work Order

Work Request Tasks & Other Details: The Left Menu

The left menu shows where you may view, add, or edit work request photos, tasks, downtime, attachments, and estimated/actual costs. 

For more help with any of the above, see:

• Adding Work Order Photos
• Adding Work Order Tasks
• Adding Work Order Downtime
• Adding Work Order Attachments
• Adding and Viewing Work Order Costs

On Request/Order Listing

Once a Work Request gets approved, this portion of the Work Order lists any Open Purchase Request or Purchase Order with a line item charged to this work order.