The work request portal allows anyone within your organization (including those who don’t have a Limble account) to submit work requests or maintenance tickets to your team. While there are default settings within a work request portal to make setup a breeze, Limble offers lots of customization options to meet the needs of your organization.
Learn how to access your work request portals, explore the default settings within work requests, and provide access to a work request portal to your organization.
Table of contents
Setting Up a Work Request Portal
Click the caution icon on the navigation pane to be taken to the Setup and Configure Work Requests page and access your work request portals.
By default, each location within your Limble account will have a unique work request portal. If you have multiple locations, there is a global work request portal, which allows a work requester to submit a work request at any of your locations.
To make changes to your work request portals, find your desired location and select the pencil icon under the Configuration column.
Default Work Request Portal Settings
Within a Work Request, users are required to provide the following:
Title of the Work Request
A Brief Description of the Request
By default, the Work Request form includes the following options:
Location or Asset that Needs Attention
Requested Completion Date
Ability to Add a Picture or Document
Limble offers customizable fields for work requesters to provide additional information based on the individual needs of each location. These can be customized for all locations within a Limble account, including the global work request portal.
Additionally, users can create drop-down menus for work requests to trigger necessary steps or notifications based on the maintenance situation.
Giving Access to Submit Work Requests
There is more than one way to share work request portals with your organization, but these are the two most common and effective ways:
Work Request Portal URL
(Note: Requestors can also submit work requests via e-mail. However, this method will not assign the work request to an asset, which requires the technician to associate the asset to the work request manually each time.)
The work request portal URL and QR codes can be found next to each of the work request portal names.
QR codes are the most common and straightforward way to share work request portals with your organization. QR codes can be accessed by clicking the QR code icon.
You’ll be directed to a new pop-up with the QR code for the selected location. You can print the QR code by choosing the “Print” button or download the image to share or print elsewhere by clicking the “Download Image” button.
Once you’ve printed your QR codes, post them near your assets or in a space that your employees often use, like a break room, main office, or announcement bulletin boards.
(Note: you can adjust the size of the QR code by sliding the icon below the QR code. We recommend printing QR codes at least 1 inch in size to avoid scanning issues.)
Work Request Portal URL
Next to each location, you’ll find its work request portal URL.
Share your work request portal URL link with your employees.
We recommend advising your employees to bookmark the work request portal URL in their browser or save the link to their phone’s home page so they don’t lose it.
(Note: Limble uses natural language processing and machine learning to catch duplicate work requests to help reduce multiple requests for the same issue. Work requesters can also check on the work requests they’ve submitted to your team.)
Filling Out the Work Request Form
How to Avoid Duplicate Work Requests
Work Request Drop Down Menu
See My Work Requests
Still don’t see what you’re looking for? Check out our YouTube channel for more tips and tricks! You can also reach out to us anytime at firstname.lastname@example.org.