Each request is categorised with an Asset Type and Work Request Category meaning the request will only appear for those assets that have been tagged with the same Asset Type keeping your request list relevant. Skills are also assoicated with each request ensuring you assign the right skilled person for the job.
Sidekick and Escap come with range pre defined work order descriptions that cover the majority of requests however you may wish to refine and customize the list for your business. You can,
1. Edit the duration, escalation or skill associated with a pre defined request or mark it as inactive
2. Create your own request
Editing a Work Order Description
Existing Work Order Description can be edited to align with your business operations.
Navigate to WO Descriptions from the Admin drop down.
Select Add/Edit Defect button
Using the search or filter options find the defects you wish to edit.
Select either a single item or multiple items to edit. If you select multiple items a green pencil icon will appear at the bottom of the screen otherwise for a single select, click the pencil icon on the item.
If editing multiple, you will be presented with a list of fields that you can update. Once updated, click the green tick to confirm your changes.
if editing a single items, all fields will appear but only those that are white can be edited. If you wish to update descriptions or categorisations you will need to create a new work order description and mark the existing one as not in use.
Creating a new Work Order Description
Navigate to WO Descriptions from the Admin drop down.
Select Add/Edit Defect button
From the work order descriptions window, add a new item by using the plus icon

All fields with a red line are mandatory and must be entered to save the defect / request.
Ensure that the asset register, type and work request category reflect the same as those that are listed on the asset that the defect relates to. This will ensure the defect / request appears in list for that asset.
If you are using work escalations, please enter the time after which the next escalation is due.
Once all the required fields are completed, click the green tick

to save