Available On: Lite, Starter, Professional and Business Plus
Work order requests help you manage and track maintenance tasks easily. They let you document, prioritize, and assign tasks to the right team members, ensuring everything gets done quickly and effectively. This boosts productivity and keeps your equipment and facilities in top shape. 🚀
How to Manage Work Order Requests - Admins/Limited Admins Only
As admins review a work request, they have the ability to edit/update and add more fields to a request. Approved Request become Work Orders, so be sure you add the applicable details while reviewing.
Steps for Web:
Click on "Requests" on left side of your screen
You can apply filters to help view certain criteria for request, such as only view "Pending" request by clicking the Status filter and applying the filter option.
Click on the desired work request
Pending status work request need review while approved and declined are all set.
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, Primary Worker, Additional Worker, Team, Due Date, Tasks/Checklists, Parts, or Files
If you need to come back to request but want to save the changes you have made click "Save Without Approving".
Finally, click Approve Request and the work request is now a work order!
Note: You are unable to edit the request once it has been approved. You can edit the work order if you need to make further changes.
You will now see a Work Order Number for that request
Decline Request: a pop-up will appear asking the admin to "Enter a reason". This will send a message to the requester of why it was declined.
Once declined, a request cannot be re-opened and approved. A new request will need to be submitted.
Steps for Mobile
Login to UpKeep Mobile App
From the Home Screen, tap the + Icon on the bottom menu
Tap "Requests" from the Menu
Tap the request you wish to review
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, Primary Worker, Additional Worker, Team, Due Date, Tasks/Checklists, Parts, or Files
Finally, tap "Approve" in the top right.
NOTE: Android users will tap
to submit
Tap "Reject" at the bottom of your screen or the
icon at the top of your screen for iOS users. A pop-up will appear. This will send a message to the requester of why it was declined.
Once Approved, the Request will be generated into Work Orders.
How to Filter For Request
Navigate to your Requests tab
Utilize Filters
Asset
Status
Assigned To
Location
Select the Filters Button for additional Filtering options
Utilize the search function if you know the specific name
FAQs about Creating and Managing Work Request
Can Portal Requesters comment on their request?
No, only in-app users (Invited Requestors) can comment on their request and comment on the work order linked to their request.
Is there a way to auto-approve a work request?
Yes, customers can set up an automation that approves all work request. Keep in mind that all plans outside of Business Plus only have one automation available. Find more here.
Can technicians approve work request?
No, technicians are only able to submit request. They are unable to approve the request.
Can a user who submitted a request edit the request before it's approved?
No, once a request is submitted, users are unable to make edits. If they need to make edits, they can add a comment under the updates tab on the request and let the admin know they need an edit made. Or they can resubmit a new request. Portal Users Cannot Make Comments