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How to Create and Manage Work Order Request

This article explains how to How to Create and Manage Request with our mobile/web application. 

  • How to Create a Work Orders Request
  • How to Manage Work Order Request 

How to Create a Request

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UpKeep Web/Mobile App

  1. Log in to UpKeep through your web or mobile app
  2. Select "Request" tab 
  3. Select the "Plus Sign" in the bottom corner 
  4. Enter in Work Order Request details
  5. Select "Submit Request"
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Work Order Request Portal

  1. Navigate to your companies Work Order Request Portal
  2.  Enter in Work Order Request details
  3. Select "Submit Request"

 

Email Work Order Request

  1. Create Email enter Work Order Request Details 
  2. Send to Company Work Order Request
    Email Address

 

Need your companies Request Portal URL or Email Address? Contact your team admin for details!


How to Manage Work Order Request 

  1. Select "Request" 
  2. On the "Request"  page, click the desired work order request
  3. Evaluate Work Order Request
    • Select Priority 
    • Assign Location or Asset/Equipment 
    • Assign Main Worker, Support Worker or Team
    • Assign Due Date or Schedule
    • Add Form Items  (optional)
    • Click "Add Part" (optional)
    • Click "Add File" (optional) 
  4. Click "Approve" 

*If work order does not qualify for approval, select Decline Request  

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