Request on Behalf of Another Person

Submit a service request for another person, regardless of their Maintenance Connection user status. For instance, another user might be unable to access the system due to connection problems but needs an asset repaired or maintained. That person might phone or email you to request that you submit a request on their behalf.

Alternatively, a contractor or someone from outside your organization may reach out to you for a service request. You can then track the status of the service request.

Your system administrator configures this feature, so it may or may not be available on the service request form.

1. On the Service Requester dashboard, click New service request.

2. Select Request on behalf on another person.

   The Submitted on behalf of section displays.

3. Enter the person’s information:

   • Full name: First and last name.

   • Email: Type email in format [email protected]. The system uses the email for status tracking and notifications.

   • Phone number: Provide a phone number in the preferred format xxx-xxx-xxxx.

4. Enter the request details:

   • Reason: Provide a brief description of the reason for your request. This information goes on the work order and gives a technician the necessary details to perform the maintenance. Enter up to 500 characters. A character counter displays your remaining allowed characters.

   • Asset: Search for the ID of the location or asset in need of maintenance, such as a building or floor within your organization. Enter a search term and select the correct item from the results to guide the technician to the correct location for the work order.

   • Scan: Use the scan function on a mobile device or tablet to capture an asset's QR code. This populates the asset hierarchy on the work order, bypassing manual entry. If your device has a QR code scanner, it will input the data automatically.

   • Organization location tree: Navigate through the organization hierarchy to find the asset that needs service.

   • Priority: Indicate the urgency of the request to help set the expected completion time. The system assigns a completion time based on the selected priority.

   • Problem: Select from a predefined list of problems. Your selection helps to clearly identify the nature of the issue you're reporting.

   • Shop: Select the shop responsible for completing the requested tasks. This helps in efficient task assignment and timely completion of work.

   • Tasks needed: Specifies the specific actions or tasks required to be completed. Select from a predefined list of options.

   • Needed by: Date by which the requested service or item is required. The date is populated based on the selected priority.

   • Attachments: Upload images or documents to your request. Attachments are included in the work order, providing useful information to help the technician understand the problem.

5. Click Review.

6. On the Review service request page, do one of the following:

   • Click Submit request: Submits the request.

   • Click Update: Go back to the previous page where you can make changes before resubmitting.

Cancel service request

Cancel the service request before submission if necessary.

1. After you enter the service request details, or from the Review service request page, click Cancel.

2. In the confirmation dialog, click Leave.

   The service request gets canceled.