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Adding a Work Request

TheWorxHub allows you to create both a work request or a work order. A work request is generally entered by a staff member and then approved and accepted as a work order by the responsible department.

How to Add a Work Request

You can access the request form in two ways:

  • From the Dashboard, click on the Requestor tab.
  • Or click on the Add button in the top right corner of the screen and select Work Request from the drop down.

 

OR

 

  • From the Add New Request screen, select the department for which you are submitting this request.
  • Click on the Location Picker () to select a Location for the request.
  • Enter a Description of the work that needs to be performed.
  • Type any additional details and notes in the Details box.
  • Choose a Source of Work from the pick list.
  • Enter the name of the Requestor and the Requestor Phone number.
  • Click the Subscribe to email updates link to receive update notifications for this request.
  • Check the Permission to Enter? box to allow the technician to enter when no one is home. Notes can be entered with special instructions if needed.
  • Click the Link Asset? link to associate the work request with an asset.
  • If you would like to notify others about this request, click the Notify Others? link and click in the field to select their name from the available list.
  • Click the Attach a File? link to attach a document, photo, or other file to this request.
  • Click I'm Done! to save the request. Or if you have another request to enter for same department, click Add Another to save this request and bring up a new request form.
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Adding a Work Request Using a Template

  • From the Add New Request screen, select the application for which you are submitting this request.
  • Click on the Pick Template link beside the Description field.

 

 

  • In the Select a Template pop-up, click on the Template you want to use. You can use the search bar at the top to find the correct template.
  • Once you have selected the correct template, click the Use Selected Template button.
  • Click on the Location Picker () to select a Location for the request.
  • Enter the name of the Requestor and the Requestor Phone number.
  • Click the Subscribe to email updates link to receive update notifications for this request.
  • Check the Permission to Enter? box to allow the technician to enter when no one is home. Notes can be entered with special instructions if needed.
  • Click the Link Asset? link to associate the work request with an asset.
  • If you would like to notify others about this request, click the Notify Others? link and click in the field to select their name from the available list.
  • Click the Attach a File? link to attach a document, photo, or other file to this request.
  • Click I'm Done! to save the request. Or if you have another request to enter for same department, click Add Another to save this request and bring up a new request form.

 

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