Valuekeep SettingsRequests
SettingsRequests
Requests
Back | List of Articles

How to create a request type?

Last changed in 03/09/2024
This article applies to:
PT
ES
AO
CV
MZ
ST
GW

After being configured, the request types allow you to classify requests and apply specific behaviors. To create a request type,  select the option Settings | Requests | Request Types:

  1. The list of request types is displayed;
  2. Press the "Create" button.

The request types are divided in 3 main sections:

  1. Main settings
    • Generate WO. Automatically generated when the request is created.
    • Create without an asset. Allows to create a request without an asset.
    • Closing by the requester is mandatory. The requester, the person who recorded the request, is required to close it.
    • By default. Option that allows a default request, which will be suggested when creating the request.
  2. Default values (when the checkmark Generates WO is activated
    • The priority level is now mandatory, that will be the Priority level associated to the generated work order.
    • The workshop is now mandatory, that will be the workshop associated to the generated work order.
    • Work order type, which will be the work order type associated to the generated work order.* Mandatory when the option  Generate WO is active.
    • Maintenance Plan, which will be the Maintenance Plan associated to the Work Order.
    • The observation template is a template that contains information the user must fill in and it will be suggested on the request observations, according with the type of request selected.
  3. Remarks
    • Free text, it can be the detailed description of the request type.

It's not possible to create a request type with the option "Generates WO" and "Create without an asset".

Bookmark or share this article
Esta página foi útil?
Obrigado pelo seu voto.
Related Articles
How to configure the request workflow? What is the default workflow of the requests? How to create a request type? How to configure the request workflow? What is the default workflow of the requests?