Requests
Learn how to setup, manage and submit requests
10 articles
Configure & Manage Request Forms
Learn how to configure and manage Request Forms in UpKeep as an Administrator
Overview: Manage Your Request FormsSet up and manage request form in UpKeep to standardize request submissions, capture key details, and streamline the transition from request to work order.
Configure the Internal Request FormCustomize the internal request form to control what information UpKeep users provide when submitting work requests.
Configure the New UpKeep Request PortalLearn how to set up the new UpKeep Request Portal
How Administrators and Limited Administrators Can Approve and Manage Work Order RequestsLearn how Admins and Limited Admins can review, approve, and decline work order requests on web and mobile.
Configure the Legacy External Request PortalSet up and share your legacy external request portal so anyone—inside or outside your organization—can submit work requests via URL or email without logging in to UpKeep.
Communicating Through the External Request PortalLearn how to chat and communicate with external requesters through the Request Portal
How to Submit a Request
Understand the different ways to submit a request, what happens after you submit, and how to track progress on your request.
How to Submit a Request Using the Legacy External FormThis article explains how to submit a request using UpKeep's older external request form.
How to Submit a Request Using the New UpKeep Request PortalThe UpKeep Request Portal is a simple way for external users to submit requests without logging in.
Overview: How to Submit a Request in UpKeepThis article is primarily for requester users and how they can submit requests into UpKeep and check on the status of their requests
How to Submit a Request for Internal Requester UsersThis article walks through how to submit a request using UpKeep when you have an UpKeep login.