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How to approve a request into a job
Turn a problem report into a planned job: who, how urgent, and when.
Steps
- Open requests to look at
Open Work orders and choose To look at. These are the requests waiting for Declan, the Planner. Open the report you want to handle.
- Choose who, priority and day
Choose a Technician, set the priority, and pick a planned day. Niamh will take this urgent job.
- Approve and check the result
Approve it. The request is now an open job, ready to start. Tomás can see that it was accepted, with the planned day and assigned Technician, under My requests.
Good to know: Work orders
- Anyone in MainteMakkal, Viewers too, can Report a problem on a machine. A stopped machine or a risk to people makes it urgent.
- Planners approve a request into a job, or decline it with a reason, or as the same as a job already on that machine. Whoever reported it sees what became of it under My requests.
- Technicians raise a job when something breaks; Planners give it to someone, set its priority and plan its day.
- Job done writes down work that is already finished, in one step.
- The tab, search and priority you choose stay in the page address: Back, a refresh or a shared link show the same list.