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Accepting or Rejecting a Work Request

Once your staff has entered a work request, you can accept it by turning it into a work order that is ready for completion.

How to Accept a Work Request

  • From the Dashboard, click on Pending Requests under the Work Orders section.

 

 

  • Hover your mouse over a request and click the Accept link that appears.

 

 

  • This will populate the request information in a new work order form.
  • Select the Priority for this request.
  • Select a Category to specify the type of work being done. Then select a Subcategory to further describe the work. *Note: The Category you select will determine the Subcategories listed in the pick list.
  • Fill out any additional information as needed and click Save. *Note: You must complete and save the work order form in order to accept the request.

How to Reject a Work Request

  • From the Dashboard, click on Pending Requests under the Work Orders section.
  • Hover your mouse over a request and click the Reject link that appears.
  • Enter a Note and select a Rejected Reason from the pick list.
  • Click Save to Reject the Request.

 

 

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