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View and Filter Work Requests

availability
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:

From the sidebar, select Requests.

The Requests Module Interface​

View Work Requests in the Web Application​

The Requests module in the MaintainX web application, as seen by a Requester user
The Requests module in the MaintainX web application, as seen by a Requester user
SectionDescription
1FiltersControl which requests are displayed in the list pane. For details, see Filter Work Requests.
2SearchSearch for work requests by keyword, request ID, or work order ID for approved requests. The list view updates as you type.
3List PaneLists 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.
4Details PaneDisplays the details for the currently selected request.
When the request is approved, information about the corresponding work order appears here too.
5GroupingWork requests are grouped by status or by assignment if your organization has request routing enabled. For details, see Work Request Status and Grouping
6Work Request/Work Order StatusThe status of the work request. If the work request is approved, the status of the corresponding work order appears instead.
7Work Order IDIf the work request is approved, the ID of the corresponding work order appears.
8Work Request StatusThe status of the work request. For details, see Work Request Status and Grouping.
9Work Request IDThe ID of the work request. It appears in both the list pane and the details pane.

View Work Requests in the Mobile Application​

Request List Screen​

The Requests module list screen in the MaintainX mobile application
The Requests module list screen in the MaintainX mobile application
SectionDescription
1SearchSearch for work requests by keyword, request ID, or work order ID for approved requests. The list view updates as you type.
2ListLists 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.

Request Details Screen​

The Requests module details screen in the MaintainX mobile application
The Requests module details screen in the MaintainX mobile application
SectionDescription
1DetailsDisplays the details for the currently selected request.

When the request is approved, information about the corresponding work order appears here too.
2StatusThe 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. By default, MaintainX groups requests in the work requests list by status.

Work requests can have the following statuses:

By default, MaintainX groups work requests by status
By default, MaintainX groups work requests by status
StatusDescription
1PendingThe request has not been reviewed by an Administrator.
2ApprovedAn Administrator approved the request and created a work order.

The work order ID appears in the
3DeclinedAn Administrator declined the request.
3DoneAn Administrator approved the request and created a work order, and the work order is complete.

Work Request Grouping with Request Routing​

If your organization uses request routing, MaintainX groups work requests according to assignment instead of status:

AssignmentDescription
Not AssignedThe request is not assigned to a specific team. Any Administrator can see and process it.
Assigned to My TeamsThe request is assigned to a team that you are a member of.
Assigned to other TeamsThe 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.

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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​

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.

To filter work requests:

  1. In the Requests module, select a filter. A list of filter criteria opens.
  2. From the filter criteria, select the criteria to filter for.
  3. Repeat for each additional filter you want to apply.