Triage
New jobs wait under New: to triage on Home. They come from a scan, a typed fault, a service desk or a plan. A desk's request is a proposal until it is triaged.
- Open the job and choose Triage.
- Choose the Category (type to choose, such as leak or door) and the Priority.
- If you know it, add the Planned time in minutes (optional).
- Choose Triage.
If the category does not need approval, the job is approved at once. If it does, it waits for a Facilities Manager, who is told.
The job shows its category's Rules: needs approval, after photo required or verified by someone else.
Approve
Facilities Managers find these jobs under Waiting for your approval on Home. Open one and choose Approve. Approved jobs wait under Approved, not yet assigned.
Cancel
Choose Cancel the job and say Why. You can cancel a job only before the work starts: while it is new, triaged, approved or assigned. Its bookings are cancelled with it.
Was this helpful?