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Create a Request from a Work Log Entry

Quickly generate a request directly from a work log entry to follow up on maintenance issues or tasks identified during routine work.

Work log entries can be seamlessly converted into new requests, enabling you to initiate follow-up actions right after recording an inspection or completed task. When you convert an entry, key information is automatically transferred to the new request, eliminating duplicate data entry and maintaining accuracy across records.

Prerequisites

To generate requests directly from work logs, ensure this option is turned on in your Work Log Settings.

(For step-by-step guidance on updating these settings, refer to the Creating Work Log documentation.)

Step-by-Step Guide

  1. Open the Work Log Entry

    • Navigate to the Work Logs section and locate the entry requiring follow-up action.

    • Select the entry to view its details page. (For more information, see the Enter Work Log Entry guide.)

  2. Open the Actions Menu

    • Locate the Actions button inside the work log entry view and click it to open the contextual menu options.
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    Entries tab view inside a work log record displaying detailed task logs, time tracking entries, and individual record option menus

  3. Choose "Create Request"

    • Click Create Request from the drop-down options.

    • The system will automatically generate a new request pre-populated with details from the selected log entry (such as the asset, initial description, and location).
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    The work log entry row dropdown context menu highlighting the direct Create Request action item

  4. Review and Submit the Request

    • Check the copied details and fill in any additional required fields.
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    reate Request pop-up modal in WorkTrek displaying form fields for Request Title, Description, Priority level, and auto-populated Asset references

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