Administrator guide – Work requests screen

This page describes how to use the Work requests screen:

1. Set up work requests

2. Access the Work requests screen

3. Change a work request’s status

4. View a booking

5. Export search results

6. Print search results

7. Limitations

Set up work requests

To use the Work requests screen, you need to:

1. Set up booking options.

2. Add a provider.

3. Add an option.

The booking options you can have are catering, equipment, services, and room layout.

Access the Work requests screen

To access the Work requests screen:

1. Select the horizontal three-dots icon in the navigation bar to open the more options menu.

2. Select Work requests. The Work requests screen will appear.

   

Filters

You can filter on the:

• Booking status

• Location (if left blank, it will search the whole organisation)

• Service provider

• Options

  

Choose columns filter

In the View as table, the full list of Choose Columns ▼ filters is as follows:

• Date (selected by default)

• Time (selected by default)

• Status (selected by default)

• Option (selected by default)

• Resource (selected by default)

• Requested by (selected by default)

• # Attendees (number of attendees, selected by default)

• Request Notes – further information provided by the provider (selected by default)

• Cost Code

• Location

• Site

• Building

• Floor

• Zone

• Provider

• Owner email

• Booking notes

• Booking title

Change a work request’s status

To change a work request’s status:

1. Access the Work requests screen.

2. Search for the work requests you want to update.

3. Select either:

   • Mark as done next to the work requests that have been completed.

   • Reopen next to the work requests that need to be reopened.

     

View a booking

To view a booking that has a work request added to it:

1. Access the Work requests screen.

2. Select the horizontal three-dots icon next to the booking you want to view to open the more options menu.

3. Select View booking. The View booking dialog will appear.

   

Export search results

As a provider, location manager, location administrator, or administrator, you can export your search results as a .csv file. To do this:

1. Access the Work requests screen.

2. Enter your search parameters and filters.

3. Select Export. This will bring up the file explorer on your computer (for example, Finder on Apple Macs).

   

4. Select Save (or equivalent) in the location you want the file saved.

Print search results

1. Access the Work requests screen.

2. Enter your search parameters and filters.

3. Select Print. This will bring up the print preview on your computer (for example, Finder on Apple Macs).

   

4. Select Print (or equivalent) in the location you want the file saved or printed from.

Limitations

The Work requests screen limitations are:

• The Work requests screen is limited to the first 5,000 entries for all work requests and populates the report based on the search parameters you selected.

• Only users who have been given the Service provider user account type can access the Work requests screen.

• You can only view bookings that have work requests attached to them.

• The system can’t allow a booking to be made, edited, approved, rejected, or cancelled, and visitors can’t be checked in or out.

❮ Back
Unassigned tab

Next ❯
Printable schedules screen

Administrator guide homepage