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New Requester User - What to Expect

This article helps new Requester Users learn how to create an account, submit a request, and more.

Updated over 2 months ago

Your organization uses Click Maint, a software program that helps manage maintenance. As a Requester, you'll play a role. Once you create an account with Click Maint you can log in and pass a message that maintenance is needed, or submit a request. The Maintenance department is notified of your request and manages it from there. Here's what to expect:

Create a Click Maint Account

Watch out for an email from Click Maint. If you don't see it in your inbox, look in your spam or junk folder. The invitation email looks something like this:

It'll show your username (your email). Then, click "Accept Invitation" to open a new tab. Create a password that only you know. Remember it. If you forget it, go to the sign-in page and select "Forgot Password?" to create a new one.

Sign In

From the sign-in page or the sign in page for some Canadian accounts, enter your email and password, then select the Sign In button.

Submit a Request

Once logged in, you see the Entity name at the top of the main menu. To change Entities, click on the name and select a new one from the dropdown list. The Request module's information automatically updates to all previously made requests specific to the entity.

Click on the + Request button to open the New Request form. Fill in the title and description, any required fields marked with a red asterisk, then any other optional field. Toggle on the email notification to stay informed about your request. Hit the Save button when done.

The form is customized by your organization but looks something like this:

Your request is now in the list view, to be managed by the maintenance department.

Edit Your Request

You can edit your own request if it is still in a Pending status. Click on the Title to open your request, then click on the Edit button to make your changes. Hit Save when done.

Requester Users can view all requests, but only edit their own while in Pending status.

Now What?

That's it! Every time you have a message for the maintenance team, you log into Click Maint and submit a Request. The maintenance team gets the message and takes care of it. They manage the request and either approve, decline, or put it on hold. If they approve it, it becomes a work order that's typically assigned to the right technician. To stay in the loop, don't forget to choose to get email updates when filling in the request form.

You can also log in and use the filters in the list view to check on the status of the request.

Support

If you need assistance while logged in, simply click on the Support icon at the bottom right corner. This opens the support window and connects you with the Click Maint Support team. Feel free to send us a message with any inquiries about the program.

You can also email us at [email protected] or check out other articles and videos in our Help Center.

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