Skip to main content
Eptura Knowledge Center

Request Management - How do I Approve/Reject Requests?

 

How do I approve/reject Requests?

To create a Work Order out of a request, follow the steps below:

RequestsCREATEWO.gif
 

  1. Open the request details by clicking on a Request
  2. Review that the details are accurate and add/edit details as needed
  3. Select the arrow next to the Complete button clipboard_eb217e58dbbb4708cdd8509ffa11c116f.png
     
  4. Select Create Work Order
     clipboard_e8cd54482c39727267abd71c31121496d.png

A Work Order for the request will now appear in the Work Orders Module.

 

Multiple Requests can also be approved at once by creating the Work Orders from the Request Management screen:

RequestsCREATEWOMULTIPLE.gif

  1. Select the Request(s) being approved
  2. Select clipboard_e9e0f50885b2c85afab13714717fb8718.png
  3. Select clipboard_e56a3f11249d126ae8687ba85a78d041c.png

A Work Order will now be created for each Request selected. See Work Orders guide for more information available fields on the Work Order form.

 

Rejecting a Request

To reject a request, the request must be canceled. To cancel a work request, follow the steps below:

  1. Click on the Request needing to be canceled to view the request details
  2. Select the arrow next to the Complete button clipboard_eb217e58dbbb4708cdd8509ffa11c116f.png
     
  3. Select Cancel Work Request
    clipboard_e08dd96eaf846f2ca2f800197d3381779.png

The Work Request has now been canceled.