Available On: Lite, Starter, Professional and Business Plus
💡All users in UpKeep have the ability to submit work requests, including admins. Admins would be the only users that can approve requests.
If you’re a requester user looking to submit a work request, click here for more information!
The Work Request Process:
A work request is submitted.
An administrator reviews the request, then approves or declines it.
Once approved, the request is now a work order!
A maintenance technician reviews and completes the work order.
How to Create a Request
This is for admins and other users that have to log in with an email and password.
Log in to UpKeep through your web or mobile app
Select the Requests page
Click Create Request
Enter all the required request details, indicated by a red asterisk, and any other necessary information
Click Submit Request
How to Manage Work Order Requests
In the approval process, you can edit the request details or add to them. This process is similar to creating or editing a work order.
Navigate to the Requests section
Click on the desired work request
Evaluate the Work Request and add additional details that may be needed, similar to creating a new work order
These details include Priority, Location, Asset, Main Worker, Support Worker, Team, Due Date, Tasks/Checklists, Parts, or Files
Finally, click Approve and the work request is now a work order!
If the work request does not qualify for approval, just click Decline Request! If you've added some details and want to revisit later then Select Save Without approving.
Note: Once Declined the request cannot be approved, so another request would need to be submitted.
Once Approved you will see the corresponding Work Order when viewing the request.
