Request Portals for Technicians
What are Request Portals?
Request Portals are customizable forms that are publicly accessible on the web, allowing users to submit work requests. As a technician, you have specific options to interact with these portals to streamline your workflow.
Accessing and Using Portals
When you navigate to the Maintenance app and select "Request Portals" from the left navigation bar, you will see a list of all available portals. Here's how you can interact with these portals:
Portal Interaction Options
1. Submit a Work Request
This option allows direct submission of maintenance requests.
Info
-Access a detailed form
-Provide comprehensive information about the task or issue
-Submit the completed form to the designated portal
2. Visit Portal
Explore the public-facing interface of the request portal.
Info
-View the form as end-users see it
-Understand the user experience for request submission
-Gain insights to improve user assistance
3. View Portal QR Code
Access the QR code associated with each portal.
Info
-Display the code for easy scanning
-Useful for placement in common areas or near equipment
-Enables quick access for users to submit requests
4. Copy Portal Link
Easily share portal access.
Info
-Copy the portal URL to your clipboard
-Share via various communication methods
-Integrate into other systems or documents as needed
Effective Use of Portal Tools
Utilizing these options allows you to:
Info
-Efficiently manage maintenance requests
-Respond promptly to reported issues
-Streamline the resolution process
For more information on using portals, please watch our Technician Portal Usage Video.
