Requests Overview
💥 Requests is part of Resource Management which is a premium product, and requires 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.
Requests is a feature used to request either assets or labor resources that can eventually be scheduled if the Request made is approved. This feature streamlines resource requests straight from your phone or computer and eliminate calls trying to find assets and secure them for a project. The visual requests calendar adds efficiency and clarity to the request process. Requests can be for general assets, specific assets, labor crews, or a specific laborer.
Any user within the organization can create a request for either an asset or a labor resource. Asset or Labor requests get submitted from the field, approved by the asset assignee or current site manager in the field (Field Approver), and finally approved and confirmed by someone in the shop (Asset/Labor Approver).
Note: All approved requests feed into the Dispatch Queue feature of Resource Management.
For more information on the Dispatch features of Resource Management see Dispatch Board Overview, Dispatch Queue Overview, and Dispatch Events Overview.
To view the Requests page, select Resource Management from the navigation menu on the left side of the screen.
From to the Resource Management page, click on the Requests tile.
In the Requests page, the screen will reflect your permission level. If you are an Asset or Labor approver, you will see two sections. One is labeled "Received Requests" (Asset or Labor requests depending on your permissions access and which tab you are looking at) and "My Requests" (Asset or Labor Requests depending on your permissions access and which tab you are looking at). If you do not have an Approver permission, you will only see "My Requests".
Note: Requests will display specific colors depending on the status of the request. Statuses and colors include:
- Red: Pending Field Approval
- Blue: Pending Asset/Labor Resource Approval
- Purple: Pending Cancellation/Cancelled
- Green: Approved
If you are an Asset and Labor Approver, you can easily view any requests using the tabs at the top right of the page. The viewing options are "All Requests", "Assets", and "Labor Resources". Click the tab that best suits your search.
Requests can be filtered based on status:
- Pending Approval
- Approved
- Expired
- Cancelled
Prioritize requests by priority. This will be defined by Low (Green), Medium (Yellow), or High (Red). Requestors will define the priority while approvers can change the priority if needed.
