Public Work Order Request: Form Setup

Admins now have the ability to customize and expose one or more request forms, make them location specific and have people be able to submit a request without having to create them as as user in eSPACE.

• The requesters who submit a work order by using the form will get email updates when the status of the work order changes, letting them know when a Work Order has been approved, completed, and closed.

How to Create a Public Work Order Form

• Click on Settings > Advanced > Public WO Request, then select Forms Setup. Note: Settings is only available for Admins.
• Click on +Create Work Order Request Form as shown below.

• Next, add a name for your form and choose your desired settings. Once you are done, be sure to select SAVE.

• Then once set up, you can share the link with people or use the embed code to embed it to your website so that external users can easily request a work order.

  • When sharing the link with non-eSPACE users, make sure to share the full URL link, which you can see in your browser after you click on the shortened URL link below "Test Your Public WO Request Form Link..." (see screenshot below).

• Extra Option: QR Code
• • If you would like to provide accessibility to the form via a QR Code, you can do so by using any QR Code generator of your choosing.  Merely enter the Public WO Request Form Link as the URL within the generator. 
    • This is outside of eSpace and you can utilize the help for the QR Code generator selected for any questions.  

• When people request a work order, using the form, this is what it will look like, based on your settings selected.

  
• Once the work order request is submitted, they will get this message. The requester can also view their submitted work orders and check the status of their submitted work orders (see below).

• The new work order request will show on your dashboard, based on your org's settings and user permissions given.

On the Admin dashboard grids, there is an icon to show which Work Orders were submitted using the public form:

The requesters who submit a work order by using the form will get email updates when the status of the work order changes, letting them know when a Work Order has been approved, completed, and closed.