1
Open requests
In the left sidebar, click Requests.
2
Start a new request
Click + New Request. The Create Work Order Request form opens.
3
Describe the problem
- Title (required): a short name for the problem, such as “AC not cooling in store 4”.
- Description (required): what is wrong and anything maintenance should know.
4
Add evidence (optional)
Add Photos, Files or a Voice Notes recording. Click Start Recording to record a voice note, or Choose File to upload one.
5
Say where the problem is
Choose the Asset (required) and the Location (required).
6
Set the priority
Choose None, Low, Medium or High.
7
Choose who approves (optional)
In Take Approval From, pick the full users who should approve this request. Admins can view and approve all requests anyway, so only use this when a specific full user needs to sign off.
8
Create
Click Create. The request appears in the Pending column.