This article explains How to Create and Manage Requests with our web and mobile applications for admins.
TIP: Any of the five users in UpKeep have the ability to submit work requests, including admins (and can approve their own 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 “+ Requests” or “+” 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 Reject!
On the web application:
TIP: Check out our video tutorials on submitting requests as well: on the web application, on the iOS app, and on the Android app!