CBC-PROC-199 Version 1 last review date: July 2019

Work Requests represent a request for CBC to engage a technician to perform work. Work Requests are often raised in response to a fault on a piece of equipment / asset maintained by CBC. Only when a Work Request is approved by the Client and converted to a Work Order by CBC will a technician be despatched to address the request.

Users who can approve a Work Request are governed by Contract Settings, and your role. If you are not assigned to a Contract that allows you to approve a Work Request, you may find that certain functions will not be available to you.

1. Finding a Work Request

1.1. Via the Work Request List

1.2. Via the Work Request Workflow Panel

• On the Work Request Workflow Panel, click the number corresponding with ‘Awaiting Client Approval’
• This will bring up a filtered list of Work Requests that you can approve.

2. Approving a Work Request

1. Open the Work Request
2. Review the details provided. Changes can be made if required.
3. Click the ‘Approve’ button to bring up the Approval form.
4. Complete the Approval Form and click ‘Confirm Approval’

3. When A Work Request is approved

• The status of the Work Request will be updated automatically.
• An entry will appear in the Approval panel on the Work Request, showing who approved it and at what date and time.
• A notification will be sent to CBC to advise them it is ready to be converted to a Work Order.