View and Filter Work Requests
| Platform: | WebMobile |
|---|---|
| Plan Type: | BasicEssentialPremiumEnterprise |
| User Type: | RequesterFull UserAdministrator |
The Requests module is where Requester users and Administrators view and manage work requests.
- Requester users can create new requests, and see the status of their requests.
- Administrators can view, approve, and decline requests.
To access the Requests module:
- Web
- Mobile
From the sidebar, select Requests.
If you’re a Requester user:
- From the bottom navigation bar, select Requests.
If you’re an Administrator:
- From the bottom navigation bar, select More to display more features and options.
- From the Product Features section, select Requests.
The Requests Module Interface
View Work Requests in the Web Application
| Section | Description | |
|---|---|---|
| 1 | List pane | Lists all of the requests that the current user is allowed to see. Administrators can see all requests for the organization. Requester users can see requests that they created, and requests assigned to teams that they belong to. Select a request to see its details in the details pane. |
| 2 | Details Pane | Displays the details for the currently selected request. When the request is approved, information about the corresponding work order appears here too. |
| 3 | Filters | Control which requests are displayed in the list pane. For details, see Filter Work Requests. |
| 4 | Search | Search for requests by keyword. The list view updates as you type. |
| 5 | Status | The status of the request. For details, see Work Request Status and Grouping. |
View Work Requests in the Mobile Application
Request List Screen
| Section | Description | |
|---|---|---|
| 1 | List | Lists all of the requests that the current user is allowed to see. Administrators can see all requests for the organization. Requester users can see requests that they created, and requests assigned to teams that they belong to. Select a request to see its details in the details pane. |
| 2 | Search | Search for requests by keyword. The list view updates as you type. |
Request Details Screen
| Section | Description | |
|---|---|---|
| 1 | Details | Displays the details for the currently selected request. When the request is approved, information about the corresponding work order appears here too. |
| 2 | Status | The status of the request. For details, see Work Request Status and Grouping. |
Work Request Status and Grouping
Every work request has a status. You can see the status in the work request list and the work request details.
Work requests can have the following statuses:
| Status | Description |
|---|---|
| Pending | The request has not been reviewed by an Administrator. |
| Approved | An Administrator approved the request and created a work order. The work order ID appears in the request details. |
| Declined | An Administrator declined the request. |
| Done | An Administrator approved the request and created a work order, and the work order is complete. |
By default, MaintainX also groups requests in the work requests list by status.
| 1 | Pending requests |
| 2 | Approved requests |
| 3 | Declined and Done Requests |
Work Request Grouping with Request Routing
If your organization uses request routing, MaintainX groups work requests according to assignment instead of status:
| Assignment | Description |
|---|---|
| Not Assigned | The request is not assigned to a specific team. Any Administrator can see and process it. |
| Assigned to My Teams | The request is assigned to a team that you are a member of. |
| Assigned to other Teams | The request is assigned to a team that you are not a member of. |
You can still see the status of each request in the work request list (only on mobile) and the work request details.
Request routing allows Requesters to assign work requests to specific teams, who can approve or decline them. For details, see Set up Request Routing.
Filter Work Requests
| Platform: | WebMobile |
|---|---|
| Plan Type: | BasicEssentialPremiumEnterprise |
| User Type: | RequesterFull UserAdministrator |
Filters control which requests appear in the work requests list. For example, apply the Asset filter to only show work requests associated with specific assets. MaintainX groups filtered lists of work requests the same way it groups the complete list (see Work Request Status and Grouping.
Filters are only available in the MaintainX web application.
| 1 | Unapplied filter |
| 2 | Applied filter |
| 3 | Filter criteria selector |
To filter work requests:
- In the Requests module, select a filter. A list of filter criteria opens.
- From the filter criteria, select the criteria to filter for.
- Repeat for each additional filter you want to apply.