How request items and request equipment work

Modified on Tue, 16 Jun at 8:28 PM

INTENDED SEARCHES: request item, request equipment, reserve equipment, project request


Request items and request equipment help staff request materials, tools, or equipment for a project or job.


Request item fields may include:

- Project.

- Item name.

- Description.

- Specifications.

- Quantity.

- Status.

- Action.


Request equipment fields may include:

- Tool or equipment.

- Project.

- Requestor.

- Tool name.

- Quantity.

- Status.


Why this matters:

Request workflows help avoid missing materials, double-booked equipment, and unclear responsibility before work begins.


Support note:

If the user cannot find the option, sees different fields, cannot save, or receives an error, contact support with the record name, page, action attempted, error message, and screenshot if possible.


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