Equipment Request Overview

The Equipment Request feature streamlines the process for technicians to initiate two types of requests: a request for new equipment or a transport request.

For instance, a 'new equipment' request occurs when a technician identifies the need for equipment not available at headquarters. This could happen during on-site visits where the technician cannot find the equipment's serial number within the Service app to select from the customer's inventory. Upon submission, the request is automatically logged in HQ Service under Equipment Requests.

On the other hand, a 'transport' request is made when a technician determines that the repair necessitates transporting the equipment to the shop due to its complexity.

These requests are neatly organized in a grid format, facilitating easy search and filtering. Users have the flexibility to customize displayed fields by selecting specific options. Additionally, they can apply various filters such as Created Date, Assigned to, and Status to refine the displayed information.

The interface presents two visual tabs: Pending and In Process, each reflecting the respective number of requests. Users can dynamically update the status of requests, with the tabs automatically adjusting to show relevant statuses. For instance, clicking on 'In Process' would filter requests to display those marked as 'Request Received' and 'In Process'.

Furthermore, users can access detailed information, edit, or delete requests directly by selecting the corresponding options from a menu accessed via three dots adjacent to each request.

For targeted viewing, users can utilize the 'Status' filter to focus specifically on requests with a particular status, such as 'transport