How to Create and Manage Work Order Requests
This article explains how to How to Create and Manage Request with our web and mobile applications.
- How to Create a Work Orders Request
- How to Manage Work Order Request
How to Create a Request
Through UpKeep Web or Mobile App
Step 1: Log in to UpKeep through your web or mobile app
Step 2: Select the Requests page
Step 3: Click the "+ Requests" in the bottom corner
Step 4: Enter in Work Order all the request details
Step 5: Select Submit Request
Through Request Portal
Step 1: Navigate to your company's Request Portal
Step 2: Fill out the form
Step 3: Click the "Submit Request" button
Need your companies Request Portal URL or Email Address? Contact your team admin for details!
How to Manage Work Order Requests
Step 1: Select the Requests page
Step 2: On the Requests page, click the desired work order request
Step 3: Evaluate Work Order Request
Assign Location or Asset/Equipment
Assign Main Worker, Support Worker or Team
Assign Due Date or Schedule
Add any Form Items or Checklists (optional)
Click "Add Part" (optional)
Click "Add File" (optional)
Step 4: Click "Approve"
*If work order does not qualify for approval, select "Decline Request"