Mobile Requests - How to create a Request?

Mobile Requests - How to create a Request?

Through requests, an organization's employees can request maintenance actions on assets (locations, equipment, tools).
 To create a Request, follow these steps:
  1. On the menu, select the option "New Request";
  2. The request creation screen is presented;
  3. Fill in the required fields (marked with a "*");
  4. Press the checkmark icon presented on the upper right field to save the report.
 
When creating the Request, the user must consider the following rules:
  1. The Request is in state Draft when it is not synchronized to the BO, when it is synchronized, it is created on the initial state defined on the WEB CMMS;
  2. Only the equipment, tools or locations specified in the authenticated user's access levels are displayed.
To streamline the Asset selection process, these lists can be filtered according to the user's needs.
When accessing the asset list (location, equipment or tool), you can press the icon  on the upper right corner,
which will open a new menu to select the parameters being filtered. Later, and every time you access these lists, the selected filters will be saved and applied by default every time you access these lists.

 Possibility to create a request with no asset, if the request type allows it. For that, you must select a request type with that configuration.


    • Related Articles

    • Mobile Requests - Error handling

      On the Mobile Requests app, it is possible to handle errors and check the errors that occurred during the synchronization. To see the error list, you must access the menu and select the option Synchronize. On that screen, you can see the errors by ...

    • Mobile Requests - How to view and track follow-ups?

      To access the Request follow-ups, follow these steps: 1.     Access Menu | Requests 2.     On the request list, select the request for which you wish to view the follow-ups; 3.     Access the Follow-up tab on the lower part of the screen. 4.     On ...

    • Mobile Requests -How to change a request that has already been synchronized to Web CMMS?

      On the Requests that have already been synchronized to Web CMMS, it is only possible to perform the following changes: i.Details tab - the request/workflow state transitions. ii.Remarks tab - change remarks. iii.Attachments tab - adding attachments. ...

    • Mobile Requests - How to set up Valuekeep requests?

      The Valuekeep Request configuration can be performed using the login screen or using the application menu (Menu → Configurations). The configurations are defined in the following areas: i.Base configurations i.Language – by default, the app uses the ...

    • Request Mobile – How to explore the requests?

       The Requests can be viewed using the following options: Request list – allows the requester to view the state of Requests he created, as well as view the Requests created on the device and that have not been synchronized yet. ​Dashboard – allows the ...