Internal Requests - App

Requests can now be designated as "Internal Requests", meaning someone from within your business will complete rather than an external supplier/contractor.

The Internal Request Workflow consists of the following status,

• Open
  1. Request has been moved to internal workflow but no user has taken action
• In Progress
  1. User has acknowledged request
• Done 
  1. User has marked request as complete

Do it Ourselves

To mark a request as Internal via the app, tap the action bar and select Do it Ourselves.

Once “Do It Ourselves” has been selected, the request type will change to Internal, and the status to OPEN. This request can now be assigned to and internal user to complete.

Assigning A User 

You can now assign a user to complete this request. User will be notified via email and push notification that a request has been assigned for them to complete. Assigned request will be listed in this users “My Tasks” tab. 

To assign a user in the app, click edit and scroll down to the assignee field 

Acknowledge / Close an Internal Request

When an internal request has been assigned, it is important that the assigned user marks this as In Progress. Completing this action will notify applicable users that request is being actioned.

Tap the action bar and select “Mark As In Progress”. This will change the status of the request to IN PROGRESS

Users can mark request as complete by tapping the action bar and selecting Done.

There is now the opportunity to capture the following information (not mandatory)

• Cost 
• Time Spent 
• Additional notes 
• Photos

Once closed, the request status will change to CLOSED. All Information captured can be viewed in the request.