Work Requests

This section can be accessed by an Administrator and Facility Manager user. Tenants registered to the tenant portal can also log a work request. 

The Work Requests tab allows you to create work requests, which can be formatted to a quote and work orders, and you can select from the following options to action:-

• Create Request – This will allow you to create a new work request
• External Links – You can create an external link for the work request
• Search Filters – Search by keyword, status, priorities
• Show Closed – When the check box is selected, you can search for and view closed work requests
• Filters – This allows to filter the list of existing work requests by # (request number), Subject, Service, Property, Requestor, Requested By, Asset, Priority, Required By, Status and Created By

Create Work Requests

Select the 'Create Request', which will open up a new pop-up window and prompt you to action the following:-

• * means this is a mandatory field and must be entered to create the request
• Property* - Select from the drop down menu
• Tenant – Select from the drop down menu
• Contact* - Select from the drop down menu or add by clicking the add contact icon 
• Services – Select from the drop down menu. If no service appears, it means no services has been entered. Click here to view Services process
• Priority* - Select the relevant priority (Low / Medium / High / Critical)
• Required By* - Enter the date you wish for the work requested to be actioned
• Subject* - Enter subject, e.g. Leaking Tap
• Description* - Enter brief description of work request, e.g. Please arrange plumber to attend to check leaking tap in males toilet
• Attachments – Add photos/document by clicking the ‘+’ button or dragging a file
• Click Create

NOTE: Where a link has not been created, tenants must be registered and have access to the tenant portal to use this function. Please contact email support@cirrus8.com.au to register the tenants to the portal. 

View Work Request 

By selecting the work request you wish to view, to action the following:- 

• Back arrow - This will take you back to the previous screen. 
• Create New Request Icon - This allows you to create a new work request
• Create Quote - This will allow you to create a quote and populate the details in the work request
• Create Workorder - This will allow you to create a workorder and populate the details in the work request for the selected work request 
• Complete and Close - This will allow you to close the work request 
• Priority Icon - This allows you to edit the priority 

• Comments - This will allow you to view or add a comment or upload a file
• Attachments - This will allow you to upload new photos/documents
• Transactions - This will allow you to view the transactions 
• Activity Logs  - This will allow you to check the status and actions completed 
• Email Logs - This will allow you to view and check the email logs

Create External Links & Configure Templates

Select the External Links button to create a link and a QR Code to action the following:

• Back Arrow - This will take you back to the previous screen
• Check-In Template - This will allow you to view and configure the check-in template. Click here to view the Check-In Template process
• Form Template –This will allow you to view and configure the form template. Click here to view the Form Template process
• Print Template – This will allow you to view and configure the print template for the QR Code. Click here to view the Print Template process
• Create Link – This will allow you to create a new external link. When selected a new pop up will appear, which will prompt you to select the following:-
  • * means this is a mandatory field and must be entered to create the request
  • Property* - Select the property from the drop down menu
  • Tenant - Select the tenant from the drop down menu
  • Asset - Select an asset from the drop down menu
  • Click ‘Create’ to save the link or Close 
• Search Filters – Search by keyword
• Filters – This allows to filter the list of existing by Property, Tenant, Asset, Created By and Create Date
• QR Code Functions - Select the check box to enable the relevant functions (Check-In Enabled / Check In Agreement / Documents / Registers). Click here to view the QR Code Function process
• Click the Box with Arrow icon to go to the external link 
• Click the Documents icon to copy link URL to clipboard
• Click the Check-In icon to customise the check-in template for an external link
• Click the Forms icon to customise the form template for an external link
• Click the QR Code icon to customise the print template and print the QR code
• Click the red cross to delete the external link