Request
A Request is passing a message that maintenance is needed.
An Admin user must manage Requests.
They can decline, put on hold, or approve Requests.
Approved Requests become Work Orders with all the details and can be assigned to specific technicians to complete.
There are two options to submit a Request.
Request Module
Requesters must be added to the system as Users with a unique email and password.
Requesters log in and submit a Request from the Request Module.
Requesters can view all Requests, but only edit their own, if the status is still in Pending, meaning waiting to be managed by an Admin User. See our Request Module - Submit a Request guide.
Requesters can receive email notifications.
Using the Click Maint App and a mobile device, Requesters can submit Requests when scanning their organization's asset or location QR Codes.
Request Portal
Admin Users must initially create and then share the Request Portal URL or QR Code. See the Request Portal Configuration guide.
Anyone that has the web-based Requester Portal URL or QR Code can submit Requests. View the desktop guide here and the QR Code Mobile guide here.
Request can't be viewed or edited once submitted.
Follow-up email notifications are possible if the person who made the Request opts in by toggling on the notifications and provides an email address.
The Click Maint app isn't required to scan the one QR code for the Request Portal.
Admin Users customize which fields of information are on the Request form, and which are mandatory to fill in. Learn more about Request Form Configuration here. |
Once a Request is Submitted...
Admin or Limited Admin Users must manage the Requests. See the Manage or Edit Requests article.
Only Approved Requests become Work Orders. The work orders contain all the Request details and can be added or edited by the Admin User.