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- Requests to delete, including those that are outdated or no longer needed.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.
What 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 | The skill only deletes a work request after you approve the recommendation to delete it. |
Review the briefing before taking any action. For more information about the safeguards MaintainX applies to all AI-powered skills, see Built-In Safeguards.
Settings​
When you add or edit a configuration, set the following options in the skill's Settings section:
| Setting | Description |
|---|---|
| Filter by locations | The locations the skill focuses on. |
| Scope to my teams | Limits the briefing to work requests for your teams. |
| Order oldest first | Reviews the oldest pending work requests first. |
| Order high priority first | Reviews the highest priority work requests first. |
Review a Briefing Recommendation​
Each recommendation in the briefing appears on a card, grouped by the following categories:
- 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.