Maintaining a comprehensive record of maintenance activities is crucial for enhancing efficiency within a building. Work Requests enable you to track the maintenance performed on equipment and facilitate effective management of external contractors. Additionally, it provides transparency in all aspects of maintenance operations.
Note: The difference between a project and a work request is that a project is a more complex series of actions with associated energy and cost savings, while a work request is a smaller one-time task.
Create a Work Request
Each work request must be associated with an equipment in a building, and there may be multiple work requests associated with each equipment. A work request can also be linked to one or more insights, as a way to address the issue surfaced in the insight.
There are two ways to create a work request:
From scratch on the Building’s Work Requests tab
From an insight on the Building’s Insights tab
1. Create a work request from scratch
To create a new request from scratch, go to the Work Requests tab of your building and click on New Request.
A “Create new work request” modal will appear.
Enter a Title and Description for the work request to help describe the issue to be fixed. You can also select the Priority (Low / Medium /High) and the associated Equipment (with the option to filter by Equipment Type).
Click on Create to finish creating your new work request, and it will now appear in the Work Requests table, as well as the “Recent Work Requests” widget.
2. Create a work request from an insight
To create a work request from an insight, click on the insight from the building’s Overview or Insights tab to open its details on the right side.
Click on the + button and then on the “New work request” button.
A “Create new work request” modal will appear, with information automatically populated from the insight.
Review the Title and Description, and select the appropriate Priority level (Low / Medium / High).
Click on Create to finish creating your new work request, and it will now appear in the Work Requests table, as well as the “Recent Work Requests” widget.
Manage Work Requests
The Work Requests table provides an easy way to manage and view all work requests in your building. The table lists key information for each work request including:
ID: the ID assigned to the work request
Summary: includes title and description
Priority: can be set to Low, Medium, or High
Status: options include Created, Assigned, In Progress, In Verification, Complete, Cancelled
Equipment: the specific piece of equipment impacted
Location: where the equipment is located in the building (floor / room)
Created by: which user created the work request
Created: when the work request was created
You can sort by any of these columns by clicking on the column header. You can also use the search bar or filter by the following attributes using the dropdown options above the table:
Equipment
Priority
Status
Floor
Created by
My Open Work Requests
Time period
You can customize your table view by adding or removing columns or reorganizing them by clicking on the button in the top right.
View and Edit Individual Work Requests
In order to view or edit an individual work request, you can click on the work request in the Work Requests table to open all of the information about it.
In this view, you can complete the following actions:
Add comments on the Comments tab
View linked insights on the Insights tab
View recent activity on the Work Order Activity tab
Link insights by clicking on the + button
Export as PDF or CSV by clicking on + button
Update the Status or Priority by clicking on the fields at the top
Note: Work requests can only be edited if they are open, and can no longer be edited once they are closed (Status = Complete). However, you will have the option to reopen the work request by clicking on the + button.