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Work Requests

Work Requests - Approve

Work Requests can be raised when additional work is required, but needs approval from management.

This could be work required for a serialised item, or work done within a location, e.g. a 'Workshop'.

A Work Request can be Approved or Declined - The Work Order is created when the work request is approved..

Ribbon Access: Maintenance / Projects   >   Work Requests

  1. The Work Requests listing screen will be displayed.
  2. Select the Site where the work request has been created.
    • The example has Durban selected.
  3. Ensure that the Status has been sent to Open.

    Note that a work request has to be in an Open status if you wish to Approve the work request.

  1. Click on the row of the work request you wish to approve.

Approve Work Request

  1. Click on Approve.

    Short cut key: Right click to display the All groups menu list. Click on Approve.

  1. When you receive the Process Validation message to confirm;
    • Are you sure you want to approve this work request?
  2. Click on Yes.

  1. When you receive the Work Request - Process message to confirm that;
    • The work request WR[work request code], has been approved.
  2. Click on OK.

  1. The approved work request can now be viewed in the Work Requests listing screen where the status is set to Closed.

View Work Order Code

  1. Use the bottom scroll bar to scroll to view the Work Order Code for the Work Request.
  2. The Work Order has now been created and can be assigned to a Technician and actioned.