Request Cleanup Helper
| Platform: | AvailableWebNot availableMobile |
|---|---|
| Plan Type: | Not availableBasicNot availableEssentialNot availablePremiumAvailableEnterprise |
| User Type: | Not availableRequesterAvailableFull UserAvailableAdministrator |
Request Cleanup Helper analyzes your pending work request queue and generates a triage briefing to help you identify:
- Requests to delete, including those that are outdated or no longer needed.
- Requests that require clarification.
- High-priority requests.
The skill recommends actions. You decide which recommendations to approve and which requests to turn into work orders.
When to Use Request Cleanup Helper​
You can use Request Cleanup Helper when your pending work request queue grows and you need to decide which requests to act on, clarify, or delete.
Before You Start​
To use the Request Cleanup Helper skill, you need permission to delete work requests.
For more information, see User Roles and Permissions.
Data the Skill Reviews​
Request Cleanup Helper uses the following information to generate a briefing:
| Data | Information Reviewed |
|---|---|
| Work request details | The title, description, and priority of each pending work request. |
| Assets and locations | Asset and location information. |
| Requesters | The requester and their contact information, when available. |
| Submission | Where the request was submitted (MaintainX® or a request portal) and when it was submitted. |
Limitations​
Request Cleanup Helper reviews a limited number of records on each run.
| Limitation | Details |
|---|---|
| Pending work requests | The skill reviews up to 30 pending work requests per run. |
| Approval required | You must approve recommendations to delete work requests before the skill deletes them. |
Review the briefing before taking any action. For more information about the safeguards MaintainX applies to all AI-powered skills, see Built-In Safeguards.
Set Up Request Cleanup Helper​
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From the sidebar, select Smart Hub > Skills. The Skills page opens.
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Select Request Cleanup Helper.
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In the Details tab, select Add Configuration.
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In the Configuration name field, enter a name for the configuration.
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[Optional] Set up one or multiple schedules for the skill to run automatically. For more information, see Schedule a Skill.
noteIf you don't want to set a schedule, you can finish setting up the skill and run it manually. For more information, see Run Request Cleanup Helper.
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In the Settings section, do any of the following:
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Select the Filter by locations drop-down, to choose which locations the skill should focus on.
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Select the filters you want to apply to the briefing:
- Scope to my teams.
- Order oldest first.
- Order high priority first.
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Select Create. MaintainX redirects you to the skill's Details tab.
Run Request Cleanup Helper​
After creating a configuration, you can run the skill manually or let it run on the schedules you set. For more information, see Run a Skill Configuration.
For both manual and scheduled runs, open the Activity tab to check the run status and access the generated brief. For more information, see Review a Briefing Recommendation.
Manage the Output​
When the briefing is ready, you receive a notification. To open the briefing, do one of the following:
- Select the notification at the bottom of your screen.
- On the skill's Activity tab, select View Details for the run.
Both options open the briefing in the Smart Hub inbox.
Review a Briefing Recommendation​
Depending on your configuration, the briefing includes the following recommendations:
- Requests to delete, including those that are outdated or no longer needed.
- Requests that require clarification.
- High-priority requests.
To review a recommendation:
On the recommendation card, you can select:
- Reject to reject the recommendation.
- Delete to delete the work request.
Archive the Briefing​
After reviewing the briefing, you can archive it. For more information, see Archive a Skill Output.