Work Request Settings

This article explains how to configure work request settings for a MaintainX organization.

Set Work Request Preferences

1. From the sidebar, select Settings > Features.

2. Navigate to the Requests section and select Set Preferences.

3. From the Requests preferences tab, select from the following options to customize your work request settings:

   • Request Routing: allows anyone who creates a work request to assign it to a team in your organization.
   • Required Fields: allows you to make a request form field optional or mandatory, or hide them.

customization

Organizations on an Enterprise plan can also request settings to create and manage custom fields for work requests. For more information, contact your MaintainX representative.

Set Up Request Routing

availability

Platform:	WebMobile
Plan Type:	BasicEssentialPremiumEnterprise
User Type:	RequesterFull UserAdministrator

Set up request routing so anyone who creates a work request can assign it to a team in your organization.

When request routing is on, the request forms in the MaintainX application and any request portals include an Assign To field. Requesters can use the field to specify which team to assign their requests to.

This is useful in large organizations where different departments might have their own MaintainX Administrators who can process requests for their departments.

Assigned work requests appear in the team’s requests queue, so the team can decide whether to approve or decline them.

Request Routing Options

You can do the following:

• Select one or more teams that Requesters can assign work requests to.
• Add an Other option to the list of teams in charge. If a Requester chooses Other MaintainX assigns the work request to all the organization's Administrators.
• Make the Assign To field mandatory, so Requesters must assign their requests to submit them.

Manage Request Form Fields

availability

Platform:	WebMobile
Plan Type:	BasicEssentialPremiumEnterprise
User Type:	RequesterFull UserAdministrator

Use the Manage request form fields settings to make specific request form fields:

• Optional (default): Requesters can submit the work request even if the field isn't filled in.
• Required: Requesters must fill in the field to submit the work request.
• Hidden: The field doesn't appear in the work request form.

You can adjust this setting for the following fields.

• Asset
• Attachments
• Description
• Location
• Priority

For more information about any of these fields, see New Request Form Fields.