Editing Work Requests

Modified on Fri, Aug 23 at 1:47 PM

This article describes how to edit a work request's overview information.

For more help editing or adding other information about work requests, see:

Editing a Work Request

From the left menu, select Maintenance, then Work Order, then Search.
Ensure that you are in the work request view by selecting the three grey lines at the top left and then Work Requests. For more help, see Filtering and Viewing Work Orders/Requests.
Select the work request you would like to edit. This should direct you to the work request overview page.
Scroll down to the work request form fields and select Edit.
Edit the work request form fields as needed. For more information about each field, see the chart below. Please note that you may only edit the fields in white, but not all of the ones in grey. Most of the fields in grey are updated automatically.
Select Save.

Work Order Form Fields

Field	Description
Status	The status of the work request. For more help changing status, see: Submitting a Work Request Approving/Denying Work Requests About Labor Scheduling Completing a Work Order Canceling a Work Order
Shift	What shift or time of day you scheduled the work order for.
Type	Type of maintenance needed. Possible options can be created in the work order Lookup Lists.
Description	Details about the work you would like completed.
Down Required	When this is Checked the Asset must be Down to perform the work
Priority	This is the degree of risk associated with the asset you would like the work to be done on and the potential consequences there may be if the work is not completed.
Account	Account the work order is charged to
Charge To	The asset ID you would like the work to be done on.
Charge To Name	This is the name of the asset and updates automatically when you edit the Asset ID under the field "Charge To"
Required	Date the work order is required to be completed by
Source Type	The SOMAX type this work order was created from Ex: PM or Work Request
Scheduled Start Date	This is the date you scheduled the work order/request for. For more help, see: About Labor Scheduling
Scheduled Duration	Estimation of how long the work order will take.
Failure Code	Type of Failure that occurred for this work to be performed
Actual Finish Date	This the date of completion. For more help, see: Completing a Work Order
Actual Duration	How long the work order actually took to complete.