How to Create and Submit a Request
💥Requests 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.
Users can make a request for a specific asset or labor resource needed for a job, or a general request for any asset or labor resource within a particular category.
Asset/labor requests make other jobsites aware of your needs for an asset/labor resource on your site, gives managers at the existing site of the resources the opportunity to approve or deny your request based on their needs, and gives the equipment manager final approval to coordinate the mobilization of resources to the appropriate sites, making sure each project has the right resources at the right time for their job.
NOTE: A request kicks off a process that connects all parties with visibility and communication across the field, shop, and office.
Permission Requirements: Any user can request to book (or reserve) any asset/labor resource in the asset library for any time, regardless of the current location, status, or existing reservations.
- 1
- Click Resource Management on the navigation menu on the left side of the screen.
- 2
- Click on the "Requests" tile.
- 3
- Click "Create Request" on the top right of the screen.
- 4
- Use the dropdown menus on the top left to fill in the specific details for the request you are making.
- Site Requested For: The site you are requesting the asset/labor resource for.
- Requested Location: The address will auto-populate when the site is selected, but this can be overwritten by the user to choose a specific location.
- Recipients to Notify: The individuals you would like to be notified of the pending request. This is optional.
- 5
- Select "Add Asset Request" or "Add Labor Resource Request" depending on which type of request you want to make.
- 6
- Use the panel on the left to find the resource you would like to request.
NOTE: You can make a request for specific assets or labor resources, or general requests for assets or labor resources in which case the Asset/Labor Resource Approver will select the best asset or labor resource for the request made.
- 6a
- For an asset request, select "Categories" or "Assets" on the top left side and select resource you would like to request.
- Categories: Use the search bar at the top or scroll through the list of categories to select the type of asset your want to request.
- Assets: Use the search bar or scroll through the list to find the specific asset you want to request.
- 6b
- For labor resource request, select "Labor Category", "Laborers", or "Crew" on the top left side and select resource you would like to request.
- Labor Category: Use the search bar at the top or scroll through the list of categories to select the type of laborer your want to request.
- Laborers: Use the search bar or scroll through the list to find the specific laborer you want to request.
- Crews: Use the search bar or scroll through the list to find the specific crew you want to request.
- 7
- Once you have selected the asset or labor resource, fill in the specific request information on the right side of the screen.
- Request Quantity: How many assets/labor resources needed.
- Requested Dates: The dates that the asset/labor resources are needed for.
- Start/End Time: The start time for the first day of the request and the end time for the last day of the request.
- Requested Location: This will auto-populate for you unless overwritten.
- Notes: Any notes that will help with understanding the specifics of your request.
- 8
- Select "Add to Request".
- 9
- Repeat these steps to add additional asset or labor resource requests for your site as needed.
- 10
- Select "Submit Request" on the bottom right of the Request Summary.
The field management team, as well as the asset's current assignee (if applicable), at the site that your requested resource is currently located on will receive a notification of your request for their resource.
You will be notified of the request's progress including when it is approved, denied, or expires.