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Requester Users Overview
Requester Users Overview

This article is primarily for requester users and how they can submit requests into UpKeep and check on the status of their requests

Updated over 3 months ago

Work requests play a vital role in the maintenance process, with requesters serving as the vigilant eyes of your facility and organization, ensuring smooth operations. Requester users can be added to the account by an admin in the People & Teams section.

This article provides comprehensive information for requesters, ensuring they know exactly how to submit their requests! 🛠️👀📋

The Work Request Process:

  1. Submit a work request.

  2. Your team admin will review the request, then approve or decline it.

  3. Once approved, your request is now a work order!

  4. Your maintenance technicians will then complete the work order.

Running into problems? Make sure you have the right technical requirements!

Setting up your Account

You’ll first want to set up your account. Your team administrator should’ve sent you an email invite!

  1. Click on the link in the email to set up your account.

  2. You are redirected to a new webpage

  3. You can then add your name and add a password.

💡The link expires after 48 hours. If the link doesn’t work, you can ask your team admin to resend the invite or use the password reset function here

Here’s what that email will look like:
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Submitting a Request

Once you’ve set up your account, you’ll need to log into your account, if you haven’t already. Access the login page here: https://app.onupkeep.com/#/login

Here are the next steps:

  1. Click Create Request on the top right.

  2. Fill out all the required fields, indicated by a red asterisk.

  3. Once all the required fields are entered, you can click Submit!

Updates to your Work Request

By default, the view in your Request page shows you requests that are still pending approval from your admin. Use the filters to show you different statuses, locations or date ranges

Need to update your maintenance team with new information or looking for updates to your request?

  1. Click on the request that needs an update.

  2. Click on the Updates section of the request.

  3. You can add a message or check for updates already made by your maintenance team!

💡If you need more information but it isn’t in the request updates section, be sure to reach out to your team administrator!

How to use the Public Request Portal

If your team or organization provided you with a public request portal link, this is how you can submit your work request!

  1. Navigate to your company’s Request Portal (your request form may look different depending on what information your company needs!)

  2. Fill out the form (all the required fields are indicated by a red asterisk!)

  3. Click the “Submit Work Request” button

💡Need your company's Request Portal URL or Email Address? Contact your team admin for details!

Related Articles
How to Edit Your Request Forms
How to Create and Manage Work Requests
How to Create Custom Roles for UpKeep Users
How to Create Purchase Order Requests
How Administrators and Limited Administrators Can Approve and Manage Work Order Requests
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