How to create a request type?

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.