Approve or decline a request
Matrise work requests are the problems people report on assets. Each waits for a planner to decide: approve it, which puts it on the schedule, or decline it, with a reason the person who reported it can read.
Find requests
- Click Work orders on the rail.
- Choose the Requests view. Each request shows who reported it and when.
- Click a request to open it.
Approve a request
- Click Approve.
- Choose How urgent: Immediate, Within 30 days, Within the year or Next planned cycle.
- Enter a due date under Due date, or leave blank to take it from the urgency.
- Choose a Trade, or New trade… to create one.
- Click Approve and schedule.
The job moves to Scheduled and appears in the work order list.
Screenshot to comeA request open in the work order window with the Approve panel showing How urgent, the due date, Trade, and Approve and schedule.
Decline a request
- Click More, then Decline request.
- "Say why. The person who reported it will see this."
- Click Decline.
A reason is required. The request moves to Rejected, and the person who reported it sees your reason.