Creating work requests
Create work requests for equipment that needs repairs, and then supervisors or authorized employees can either approve or reject them.
To create work requests:
- Select Work > Work Requests.
- Specify this information:
- Description
- Specify a description of the work request.
- Organization
- Specify the organization of the work request.
- Equipment
- Specify an equipment number.
- Location
- Specify the parent location of the work to be done.
- Department
- Specify the department.
- Optionally, select the Safety check box if this work requires special safety precautions.
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Specify this Work Request Details information:
- Type
- Specify the type of work request.
- Class
- Specify the class of the work request, for example, Breakdown.
- Status
- Specify the status of the work request. As a Requestor user, you can only select Q.
- Priority
- Specify the priority of the work request.
- Sched. Start Date
- Specify the scheduled start date of the work request.
- Cost Code
- Specify the cost code for the work request.
- Problem Code
- Specify the code to identify the type of problem.
- Assigned To
- Specify the person responsible for the work.
- Requested By
- Specify the employee requesting the work.
- Date Reported
- Specify the date the work request.
- Req. Start Date
- Specify the requested date to begin the work.
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Click Submit.
Note: Click Submit and Add Another to create another request after the first request is submitted.
Click Reset to reset all values on the page to the last saved values.