All Collections
UpKeep Work Orders
Admins: How to Create and Manage Work Order Requests
Admins: How to Create and Manage Work Order Requests

For admins, learn to manage the work order requests that are submitted from your team!

Ben On avatar
Written by Ben On
Updated over a week ago

Available On: Lite, Starter, Professional and Business Plus

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:

  1. A work request is submitted.

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

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

  4. 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.

  1. Log in to UpKeep through your web or mobile app

  2. Select the Requests page

  3. Click the “Create Request" button

  4. Enter all the required request details (indicated by a red asterisk).

  5. 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.

  1. Navigate to the Requests section

  2. Click on the desired work request

  3. Evaluate the Work Request and add additional details that may be needed, similar to creating a new work order

  4. These details include Priority, Location, Asset, Main Worker, Support Worker, Team, Due Date, Tasks/Checklists, Parts, or Files

  5. 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.

Did this answer your question?