Make your Notes 'Visible to Requestors'
By Kyle Adamo, Windmill Software
In TheWorxHub we have about 17,000 requestors. A requestor is a
user who logs into TheWorxHub to submit a work request to one of
your departments, like Maintenance, Housekeeping, Landscaping or IT
Services. Requestors might be nursing staff, the front desk,
marketing, activities and even residents. The best practice is to
have everyone using the requests so the same job request doesn't
have to be handled multiple times by multiple people. Besides
saving a lot of very valuable time, the closer you can get to
having the person with the request put it in themselves, the less
risk you have of losing the detail on the way ... we all know how
broken telephone happens.
Once Requests are in full use, you can save even more time and
increase everyone's satisfaction by keeping your requestors fully
informed about the status of their job. In some places,
closing the loop on these is even part of the compliance!
TheWorxHub makes it very easy to keep these people in the loop
throughout the entire life of a request, ensuring they have just
the right amount of information to know what's going on. Each time
the status of a request is updated, the requestor can always see
the status and when it was updated. Also, anytime you enter a note
regarding that status change, or by manually adding a note into the
log panel, you can check the Visible to Requestor option
to ensure the requestor can see the details that you've made
Here's a collection of areas where you'll find this option:
Dashboard Update Status Action
Quick Complete Action
Status Picker in Work Order Form
Status Panel on Mobile
Completion Page on Mobile
Manual Log Panel Note
What Does the Requestor See?
The requestor sees all status updates and any notes that you
make available. They do not see the priority, the due date or who
is assigned to the job. Below is a screenshot of what a requestor
can see if they open up the log panel of their requests. This
particular job was accepted, placed on hold, put back in progress,
A requestor can find these log panel updates by
clicking on any visible request on the dashboard smart widgets, or
by opening up a request through search. See our How it Worx Topic:
Checking the Status of a Work Request
This entry was written by Tuesday, February 12, 2013
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