Fortix PlatformFortix Freedom Business Systems WorkHow to Create a Work Request Template

How to Create a Work Request Template

Using a framework termed Work Requests, this job distribution module enables any user to track and follow any jobs that have been logged in the system.  This module also acts as a timesheeting function, which can be further categorised into the type of work and the work area in the project setup.

The  Work Request Template is a business tool to organise Work Requests by Subject or Function. It sets a framework to effectively communicate the Work Request.

Navigate to the Work Requests page by Clicking on WORK REQUESTS and Request Templates.

Click Add New.

The Create Work Request page opens and the CREATE WORK REQUEST form is activated.

The New Work Request Template can be based on existing Template or a New Template Name can be entered. To base the New Work Request Template on an existing Template, select Template by clicking on the drop-down arrow.

Enter a New Project Name into field Project to Create a New Work Request Template. Enter a number in Subject ID and Subject description.

The From user defaults to the user logged in.

Choose other users by clicking on Favourites.

Type a description for New Work Request Template.

Under Settings click down arrow to select appropriate Job Type.

Click Down Arrow next to Workflow to automate status updates in Work Requests.

Choose default Priority for Work Request Template.

Set Estimate Time and Due date for Work Request Template.

A File can be attached to the Work Request Template for easy reference.

Click SAVE.


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