Watch the video or read the guide below.
Video
Guide - Submit a Request
There are three ways to submit a request via the open portal. Anyone can use the portal URL, a unique email address, or a QR Code specific to the portal. Your organization will determine which method is best.
If your organization is using the email method, see the guide here. |
Enter your organization's unique Request Portal link or scan the QR Code using your camera on a mobile device.
Take note of the "Instructions" section. Your organization may have specific needs when submitting a maintenance request. |
2. Enter Request Details and Contact Information from the portal page.
Any field with an *Asterisk is required. All other fields are optional. If unsure, leave field blank. |
Request Details
Upload Images/File - send a pic; it can be worth a 1000 words
*Title - what the request is about
* Description - details on the work needed; the more the better
Priority - urgency of work or situation
Location - physical location or job site
Category - a way of classifying work orders together
Needed by - requested date for work to be completed by
Assign to - Select the technician to complete the work
Vendor - outside contractor
Contact Information
ImportantToggle on
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email notifications to get automated updates. This also allows communication with techs about your request and the work order it is linked with. The toggle on means the requester gets the following notifications:3. Enter your contact details. Again, if there's an asterisk, then the field is required.
First Name - you should know this (I hope)
Last Name - same with this one
Phone - select country from drop down then enter contact number
Email - contact email address notification are sent to
4. Hit Submit Request button.
The request is pending review, meaning an Admin User can now manage the request. It can be approved, declined, or put on hold. Email notifications help inform you of this.
If your organization is using the portal's QR Code and mobile method, see the how-to guide here. |