How to Create a Maintenance Request (App)
💥 Maintenance is a premium product and requires a separate license. Please contact your Account Manager for more information on premium product licenses or reach out to Customer Support at [email protected] or call 888.836.6269.
A Maintenance Request details specific services or repairs for an asset, including description of the need, date needed, estimated hours and parts, photos and attachments. The request provides sufficient detail to the mechanic or shop user to adequately complete the repair or service. Maintenance Requests are then added to a Work Order for a single asset.
The following will show you how to create a maintenance request in the Tenna mobile App.
Permission Requirements: Users with the "Create Maintenance Request" permission can create a Maintenance Request.
- 1
- Navigate to the Create Maintenance Request Form.
- From the Create Menu on Tenna App home page
- From Asset Details in Tenna App
- 2
- Select an Asset.
Select the asset that needs maintenance.
Pro Tip! Utilize the search bar to quickly find the asset.
NOTE: You will skip this screen if you selected to create the maintenance request from the Asset Details page.
- 3
- Enter a Maintenance Request title.
Pro Tip! Name the Maintenance Request by the service or repair needed.
- 4
- Select a Request Type.
This list will show Tenna default Maintenance Types and any custom types that were configured in Settings.
NOTE: Maintenance Request Types can be configured on the desktop only.
The following are Tenna default Maintenance Request Types:
- Repair
- Damage
- Warranty
- Accident
- Preventative Maintenance
- 5
- Select the due date (optional).
Submit a date to establish a deadline for this maintenance request.
- 6
- Select a Site (optional) and click "Confirm".
This list is populated by all active sites.
- 7
- Assign Mechanic(s) (optional).
Choose a mechanic to assign the work to and then click "Assign". This list will contain all active Tenna users with appropriate permissions (Create Maintenance Request and Edit Maintenance Request).
NOTE: Any mechanics assigned will receive a notification that they were assigned to a maintenance request.
Pro Tip! The first selection on this list will say “Assign to Me”. Select it to quickly assign the work to yourself. This is helpful if you are creating a maintenance request for work you have already done or are actively completing.
- 8
- Add Estimated Hours and Parts (optional).
Estimated Hours: Give a value for the estimated hours that the request will take.
NOTE: The Estimated Hours section will not appear unless you have purchased the Mechanic Time Cards premium license.
Estimated Parts: Give a list of estimated parts that will be necessary to complete the request.
NOTE: The Estimated Parts section will not appear unless you have purchased the Parts premium license.
- 9
- Add voice or text description/notes.
Select "Continue" when complete.
- 10
- Add photos (optional).
Pro Tip! Add photos of the damage or area needing service to assist the mechanic and for documentation purposes.
- 11
- Click "Continue" to finish.
Once the maintenance request is complete, you will be taken to the Maintenance Requests list. You should see the one you just created at the top of the list.