View and Filter Work Requests

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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

From the sidebar, select Requests.

Mobile

If you’re a Requester user:

• From the bottom navigation bar, select Requests.

If you’re an Administrator:

1. From the bottom navigation bar, select More to display more features and options.
2. From the Product Features section, 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

	Section	Description
1	Filters	Control which requests are displayed in the list pane. For details, see Filter Work Requests.
2	Search	Search for work requests by keyword, request ID, or work order ID for approved requests. The list view updates as you type.
3	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.
4	Details Pane	Displays the details for the currently selected request. When the request is approved, information about the corresponding work order appears here too.
5	Grouping	Work requests are grouped by status or by assignment if your organization has request routing enabled. For details, see Work Request Status and Grouping
6	Work Request/Work Order Status	The status of the work request. If the work request is approved, the status of the corresponding work order appears instead.
7	Work Order ID	If the work request is approved, the ID of the corresponding work order appears.
8	Work Request Status	The status of the work request. For details, see Work Request Status and Grouping.
9	Work Request ID	The 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

	Section	Description
1	Search	Search for work requests by keyword, request ID, or work order ID for approved requests. The list view updates as you type.
2	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.

Request Details Screen

The Requests module details screen in the MaintainX mobile application

	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. 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

	Status	Description
1	Pending	The request has not been reviewed by an Administrator.
2	Approved	An Administrator approved the request and created a work order. The work order ID appears in the
3	Declined	An Administrator declined the request.
3	Done	An 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:

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.

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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:

Web

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.

Mobile

1. Do one of the following:

   • Requesters: From the bottom navigation bar, select My Requests.
   • Administrators: From the bottom navigation bar, select More to display more features and options. Then, from the Product Features section, select Requests.

2. Select the (Add Filter) icon.

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   If there are filters active already, a small dot appears on the filter icon .

3. Select the filter you want to apply.

4. On the filter details screen, set the filter criteria and conditions.

5. Select DONE.

6. On the Add Filter screen, select Apply.