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Create Request

Requests streamline workflows, boost communication, and ensure timely issue resolution, enhancing overall efficiency and accuracy.

Updated over 2 weeks ago

Follow these steps to create a new request: input details, specify requirements, and ensure accurate tracking for efficient resolution.

  1. Access Requests:

    • Open the "Work" list from the sidebar menu and select "Requests".

  2. Create New Request:

    • Click on "New" to begin creating a new request.
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      View and manage requests with priority levels, asset links, and completion status in the request list panel.

  3. Enter Details:

    • Provide essential details such as the request name, description, link it to an asset, and set a due date.

  4. Set Priority:

    • Under request name, choose the priority level for your request.

  5. Add Attachments:

    • If you have any relevant images or documents, upload them under the "Documents" section.
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      Create a new request by entering details, setting priority, and linking to specific assets.

  6. Save Draft (Optional):

    • If you need to add more information later, click "Save As Draft" to save your progress and return to it when ready.

  7. Submit Request:

    • Once all necessary information is complete, click "Submit" to finalize and submit your request.
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      Confirmation of a successfully submitted request with full request details and status view.
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