You can create a work request within the simple or advanced search pages.

   To create a work request:

1. Navigate to the Work Requests tab.

2. Select the Create Work Request Sub-tab.

3. If it is indicated as a required field, select an Asset Number; otherwise, optionally select an asset number.

   This determination is based on a setting in the eAM parameters. See: Defining eAM Parameters and Defining Asset Numbers.

4. Select a Priority. See: Work Order and Work Request Priority Codes.

5. Enter a Request By Start Date.

   The default value is the system date plus one hour.

   Attention: The Request by Start Date cannot be earlier than system date, and cannot be later than the Request by Completion Date.

6. Enter a Request By Completion Date.

   The default value is the system date plus one day.

7. Select an Assigned Department.

   See: Defining Departments and Resources.

8. Optionally select a work request type.

   See: Work Request Types.

9. Optionally select a Requested For value.

10. Enter an Additional Description for the work request.

    You can enter a maximum of 240 characters in this field.

11. Save your work.

    You must first save the work request before you can add attachments in the Request Attachment region.

12. Optionally enter your phone number.

13. Optionally select a Contact Preference; values are E-mail or Phone Number.

14. Optionally enter your e-mail address.

15. Optionally select a Context Value.

16. Click the Apply button.

17. Click the OK button.

18. Save your work.

    The status of the work request changes to Awaiting Work Order if the individual on the approval route has approved it. If the Auto-Approve Work Request functionality is enabled for the current organization, the status is automatically Awaiting Work Order.

   Adding Attachments to Work Requests:

You can add attachments such as breakdown photos, work instructions, and so on when you create work requests.

In addition, you can add attachments when you update a work request.

To add attachments when you create work requests:

1. After you have saved the work request, click the Return to Work Requests link.

2. Click or hover over the Add button in the Request Attachments region of the work request.

   If you want to view the attachments, hover or click the View button.

   The Add Attachment page appears.

   You can attach file, URL, and text attachments.

3. In the Add drop-down list, select one of these values:

   • Desktop File/Text/URL

   • From Document Catalog

4. Enter a title for the attachment.

5. Enter a description of the attachment.

6. Select a category.

   You can add attachments with a type of Miscellaneous or Work Request Attachments.

7. In the Define Attachment group box, select the Type of attachment that you want to add.

   • If you are adding a File, browse to select the file.

   • If you are adding a URL, type in the URL address.

   • If you are adding plain Text, type the text in the field.

8. When you are finished, select one of these buttons:

   • Cancel - if you do not want to add the attachment to the work request.

   • Add Another - this action saves the current attachment to the work request and enables you to add another attachment.

   • Apply - this action adds the attachment to the work request.

     You will receive a confirmation that the attachments have been added successfully.

   To update a work request:

1. Navigate to the Work Requests tab.

2. Populate at least one of the following fields:

   1. Request Number

   2. Asset Type: If you select Capital, work requests that are created for asset numbers appear. If you select Rebuildable Inventory, work requests that are created for rebuildable items appear.

   3. Assigned Department

   4. Status: See: Work Request Statuses.

   5. Asset Number: Select in order search for related work requests and work orders.

3. Click the Go button.

4. Click the Update icon next to the work request you want to update.

5. (Optionally) Update the Request By Start Date.

6. (Optionally) Update the Request By Completion Date.

7. Optionally enter an Additional Description.

   You can enter a maximum of 240 characters in this field.

8. Optionally add an attachment to the work request by clicking the Add button in the Request Attachments region.

   If there are existing attachments associated with the work request, the Attachments icon appears. Click the Attachments icon to view the list of existing work request attachments.

   See Adding Attachments to Work Requests.

9. Optionally update the values in the Creation Information region.

10. Click the Apply button.

11. Click the OK button.

   To view a list of work request attachments:

1. Navigate to the Work Requests tab.

2. Enter the search criteria for your work request to view the list of attachments.

3. Click the Go button.

4. Click the View icon in the Attachments column for the work request.

   The Attachments page appears and displays the list of all attachments for the work request.

5. Optionally click the Add Attachment button to add more attachments.

6. If the View link is enabled, you can click this link to view the list of existing attachments associated with the work request.

7. Click the attachment link to view the attachment.

   You can also save the attachment to a location on your computer.

   To delete a work request attachment:

1. Navigate to the Work Requests tab.

2. Enter the search criteria for your work request to view the list of attachments.

3. Click the Go button.

4. Click the View link in the Request Attachments group box.

   The Attachments page appears and displays the list of all attachments for the work request.

5. Click the Delete icon for the attachment that you want to delete from the work request.

6. Click Yes if you want to delete the attachment.