Requests & Request Types

Overview

Requests are the primary way users access training or resources within your facility. They provide a structured workflow for managing access requests and service requests.

Request Types categorize requests and enable automatic assignment to staff based on roles.

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Requests

Viewing Requests

Navigate to Resources → Requests.

Dashboard Shows:

• Requests By Status - Distribution across states
• Requests By Type - Breakdown by category
• Daily Requests - Volume over time

Table Columns:

• NAME - Request title
• PRIORITY - LOW, MEDIUM, HIGH
• STATE - Current status
• REQUEST TYPE - Category
• SUBMITTED - Date/time

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Creating Requests

Navigate to Resources → Requests and click Create Request.

Required Fields

Name (Required)

• Enter descriptive title for the request
• Example: "Configure Drill Press", "Training Request - CNC Mill"

Slug

• URL-friendly identifier (auto-generated from name)
• Used in web addresses

Priority (Required)

• Select: low, medium, high or urgent
• Default: low

State (Required)

• Default: Submitted
• Changes as request progresses through workflow

Request Type (Required)

• Select from configured request types
• Automatically assigns participants based on type settings
• Click ⓘ icon for type information

Project

• Link request to a project
• Dropdown selection

Optional Fields

Tags

• Add tags for organization and filtering
• Search existing tags or create new ones

Description

• Detailed information about the request
• Supports rich text formatting (Bold, Italic, Links, Images)
• Use Write/Preview tabs

Created By

• Automatically populated with current user
• Shows user avatar and name

Approved By

• Select approver (if Request Type requires approval)
• Dropdown selection of users

Parent Request

• Select if this is a child request
• Creates nested request structure

Media & Documents

Documents

• Click Add New File to upload documents
• Attach supporting files, PDFs, spreadsheets

Images

• Click Add New Media to upload images
• Attach photos, diagrams, screenshots

Save Options

• Create Request - Save and return to list
• Create & Add Another - Save and create another request
• Cancel - Discard changes

Auto-Assignment: After saving, participants are automatically added based on the selected Request Type configuration.

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Common Use Cases

1. Training Request

Type: Training Request
Approval: Yes
Flow: Submit → Approve → Assign Trainer → Schedule → Complete

2. Equipment Maintenance

Type: Maintenance
Approval: No
Flow: Submit → Auto-assign Technician → In Progress → Complete

3. Equipment Setup

Type: Equipment Setup
Approval: Yes
Flow: Submit → Approve → Assign Technician → Configure → Complete

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Request Types

Viewing Request Types

Navigate to Resources → Request Types.

Table Columns:

• NAME - Request type identifier
• REQUEST COUNT - Number of requests of this type
• REQUIRES APPROVAL - ✗ = No, ✓ = Yes
• IS BILLABLE - ✗ = No, ✓ = Yes

Common Types:

• Network Systems Analyst - IT requests
• Maintenance Equipment Operator - Equipment maintenance
• training - Training requests
• administration - Administrative tasks

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Creating Request Types

Basic Setup

Name (Required)

• Examples: Equipment Setup, Training Request, Technical Support

Description

• Detailed information about the request
• Supports rich text formatting (Bold, Italic, Links, Images)
• Use Write/Preview tabs

Requires Approval

• Enable if requests need manager approval

Is Billable

• Enable if charges apply

Examples:

IT Support Requests
├── Type: Network Systems Analyst
└── Assign to: User Role "IT Support"

Equipment Maintenance
├── Type: Maintenance
└── Assign to: Resource Team Role "Technician"

Training Requests
├── Type: Training Request
└── Assign to: User Role "Trainer"

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