How to create a request type?

To create a request type, follow these steps:

1. Go to Settings | Requests | Request Types;

2. In the list of request types, click on Create;

3. On the creation screen, fill in the request type details:

   • Request Type;

   • Description (required);

   • Generate WO: automatically generates a work order when the request is created;

   • Create Without Asset: allows you to create a request without an asset;

   • Is Default: the request type is the one suggested by default when creating a request;

   • Default Values section: the configured values are associated with the generated work order. When the Generate WO option is active, the Priority Level, Workshop and Work Order Type fields are required:

     • • Priority Level: priority level of the generated work order;

       • Workshop: workshop of the generated work order;

       • Work Order Type: type of the generated work order;

       • Maintenance Plan: maintenance plan of the generated work order;

       • Operating State;

       • Remarks Template: template with the information the user must fill in, suggested in the request remarks, according to the selected request type;

   • Remarks;

4. Click on:

   • Save and New, to save the request type and start a new record;

   • Save, in the arrow next to the Save and New button, to save only the request type.

You cannot create a request type with the Generate WO and Create Without Asset options at the same time.