Overview
Work requests allow anyone within your organization, even those without a Limble account, to request maintenance work.
This article covers the basic overview of how work requests work in Limble.
Table of Contents
What Is a Work Request?
Work requests allow anyone within your organization, even those without a Limble account, to request maintenance work.
Work requests are submitted through a portal. Each portal houses a form where you submit the necessary information for the task to be completed.
The work request portal acts as a digital ticketing system that intakes all requests and generates tasks from those requests.
Work Requests vs. Work Orders
Work requests (also known as a maintenance ticket) are requests that can be submitted using QR Codes or a URL. Specific users are also assigned to work requests. When a work request is submitted, these users will always receive notifications of that request.
Unlike work requests, you must have a Limble account to create a work order. Additionally, there is no designated user assigned to all work orders. Each time you create a work order, you can choose who to assign that work order to.
Customizing Work Request Forms
Each location on your account will have its own unique work request form. You will also have a global portal that includes all locations within the form and portal.
To setup your work request portals, navigate to the Setup and Configure Work Requests page from the navigation menu.
Here you can customize what the requester sees when filling out the work request form, and how the work request will generate in Limble using basic and advanced settings.
To customize a portal, click the pencil icon next to the desired location under the Configuration header.
This will pull up your work request settings. You can choose which information fields to show or hide, who work request are assigned to, and information fields that you can create yourself.
Customizing your work requests is useful if your facility has requirements that need to be met to submit requests, or if you intend to use work request tickets for another purpose.
For example, many facilities use work request tickets as project requests.
Distributing Work Request Portals
Each location will have its own work request portal URL. The work request portal can be shared by distributing the hyperlink or QR code located next to each location.
Each asset also has its own work request QR Code. This can be downloaded and printed from the upper right hand corner of each asset card.
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