The Associated Work Requests feature allows users to associate different work requests with one another, even across different modules
- To see specific examples of how to use this function, please see:
Enabling Request Association
To enable this feature, navigate to your General Admin Settings and add the desired modules to the 'Request associations' field. If a module is added into this field, it will affect it in the other as well.
- Example: If you add 'Schedule Requests' into the 'Maintenance Request Settings' 'Request Associations' then it will be available for both of these modules. This will also work the other way around, where if 'Maintenance Request' is placed in the 'Schedule Request Settings' 'Request Associations' it will apply to both modules.
Once turned on, you can give access to this feature based on User Type. This access can be modified accordingly:
Creating Request Associations
While Creating or Editing
- With access to this feature, users can easily choose which requests should be associated with one another by selecting from a drop down menu when creating or editing a request:
From an Existing Request
- You can also create an associated request from a request. To do so, go to the original request and click the 'New' button and select which type of request you would like to create as being associated:
Viewing Request Associations
You can view which work requests are associated with one another in the details of each request, along with the status of the associated request:
Users with access can also see associated requests from the grid view. In order to make this visible, navigate to Settings and select Associated requests from the list:
Please find the videos below that cover enabling the Associated Request setting as well associating a requests with one another!
How to enable the Associated Request settings for different modules:
How to enable the Associated Request setting for user types:
How to associate requests when creating new requests: