This article explains How to Create and Manage Requests.
TIP: 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. That article explains submitting a work request, including how on your company’s public request portal!
The Work Request Process:
A work request is submitted.
The team admin will review the request, then approve or decline it.
Once approved, the request is now a work order!
Your maintenance technicians will then complete 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 the “Create Request" button
Enter all the required request details (indicated by a red asterisk).
Click Submit Request
On Web:
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.
On the web application:
Once Approved you will see the corresponding Work Order when viewing the request.
