{"id":15700,"date":"2024-02-16T15:00:08","date_gmt":"2024-02-16T22:00:08","guid":{"rendered":"https:\/\/limblecmms.com\/?p=15700"},"modified":"2025-05-30T13:02:48","modified_gmt":"2025-05-30T19:02:48","slug":"work-request-definition","status":"publish","type":"post","link":"https:\/\/limblecmms.com\/blog\/work-request-definition\/","title":{"rendered":"What is a work request?"},"content":{"rendered":"<p><span style=\"font-weight: 400;\">A <\/span><span style=\"font-weight: 400;\">work request<\/span><span style=\"font-weight: 400;\"> is a formal document submitted to a <\/span><span style=\"font-weight: 400;\">maintenance team<\/span><span style=\"font-weight: 400;\"> indicating that there are tasks requiring attention and resolution.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Maintenance and <\/span><span style=\"font-weight: 400;\">asset management<\/span><span style=\"font-weight: 400;\"> programs depend on documents like <\/span><span style=\"font-weight: 400;\">work requests<\/span><span style=\"font-weight: 400;\">. Though <\/span><span style=\"font-weight: 400;\">work requests<\/span><span style=\"font-weight: 400;\"> and <\/span><a href=\"https:\/\/limblecmms.com\/blog\/work-order\/\"><span style=\"font-weight: 400;\">work orders<\/span><\/a><span style=\"font-weight: 400;\"> both include crucial information on maintenance tasks, the two types of documents are distinct.\u00a0<\/span><\/p>\n<h3><b>Work Requests<\/b><b> vs. <\/b><b>Work Orders<\/b><\/h3>\n<p><span style=\"font-weight: 400;\">The <\/span><span style=\"font-weight: 400;\">work request<\/span><span style=\"font-weight: 400;\"> is the initial <\/span><span style=\"font-weight: 400;\">notification<\/span><span style=\"font-weight: 400;\"> that maintenance is needed, whereas a <\/span><span style=\"font-weight: 400;\">work order<\/span><span style=\"font-weight: 400;\"> is the formal authorization of the required work. Typically, the submission and acceptance of a <\/span><span style=\"font-weight: 400;\">work request<\/span><span style=\"font-weight: 400;\"> will initiate the creation of a <\/span><span style=\"font-weight: 400;\">work order<\/span><span style=\"font-weight: 400;\">.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Both documents serve as steps in the formal process of both identifying and documenting the need for <\/span><a href=\"https:\/\/limblecmms.com\/blog\/facilities-management\/\"><span style=\"font-weight: 400;\">facilities management<\/span><\/a><span style=\"font-weight: 400;\"> and maintenance services. Likewise, both documents together provide tools that allow personnel in other parts of the organization to communicate their needs to the maintenance department, <\/span><span style=\"font-weight: 400;\">prioritize<\/span><span style=\"font-weight: 400;\"> tasks, and track team performance.\u00a0<\/span><\/p>\n<h2><b>Key elements of an effective <\/b><b>work request<\/b><\/h2>\n<p><span style=\"font-weight: 400;\">An effective <\/span><span style=\"font-weight: 400;\">work request<\/span><span style=\"font-weight: 400;\"> will typically include these five key elements:<\/span><\/p>\n<ol>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><b><i>Requestor<\/i><\/b><b><i> information<\/i><\/b><span style=\"font-weight: 400;\">: Begin with contact information for the individual or department submitting the request. This opens the channels of communication between the <\/span><span style=\"font-weight: 400;\">requestor<\/span><span style=\"font-weight: 400;\"> and the maintenance department, providing a pathway for engagement when clarification or further detail is needed.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><b><i>Description of issue:<\/i><\/b><span style=\"font-weight: 400;\"> Provide a clear explanation of the maintenance problem requiring attention. You might report an issue related to malfunctioning or broken equipment, the need for replacement parts, the need for facility clean up, routine <\/span><span style=\"font-weight: 400;\">landscaping<\/span><span style=\"font-weight: 400;\">, and more. This gives maintenance an understanding of the scope and scale of the job, as well the information needed to delegate the proper personnel for the task.\u00a0\u00a0\u00a0<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><b><i>Priority level: <\/i><\/b><span style=\"font-weight: 400;\">Indicate the level of urgency for your request. This gives your <\/span><span style=\"font-weight: 400;\">maintenance team<\/span><span style=\"font-weight: 400;\"> the ability to <\/span><span style=\"font-weight: 400;\">prioritize<\/span><span style=\"font-weight: 400;\"> tasks, create a timeline for the completion of work, establish a <\/span><span style=\"font-weight: 400;\">due date<\/span><span style=\"font-weight: 400;\">, and ultimately manage both time and distribution of labor with precision. Assigning the appropriate priority level ensures emergency tasks don\u2019t wind up in your <\/span><a href=\"https:\/\/limblecmms.com\/maintenance-definitions\/maintenance-backlog\/\"><span style=\"font-weight: 400;\">maintenance <\/span><span style=\"font-weight: 400;\">backlog<\/span><\/a><span style=\"font-weight: 400;\">.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><b><i>Location:<\/i><\/b><span style=\"font-weight: 400;\"> Specify the location of the issue identified in your <\/span><span style=\"font-weight: 400;\">work request<\/span><span style=\"font-weight: 400;\">. This ensures that your <\/span><span style=\"font-weight: 400;\">maintenance team<\/span><span style=\"font-weight: 400;\"> wastes no time searching for the issue in question. More easily locating and identifying issues means quicker work completion and minimal <\/span><span style=\"font-weight: 400;\">downtime<\/span><span style=\"font-weight: 400;\">.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><b><i>Budget: <\/i><\/b><span style=\"font-weight: 400;\">Indicate the likely cost of the work including labor, parts, and the required support of any third-party entities. This information is essential for accounting records as well as for receiving approval from management to proceed with requested <\/span><span style=\"font-weight: 400;\">maintenance activities<\/span><span style=\"font-weight: 400;\">.<\/span><b><i>\u00a0<\/i><\/b><\/li>\n<\/ol>\n<p><span style=\"font-weight: 400;\">Together, these elements contribute to a <\/span><span style=\"font-weight: 400;\">work request<\/span><span style=\"font-weight: 400;\"> that clearly communicates an issue, identifies the maintenance needs created by that issue, and initiates the process of resolving this issue. It sets your maintenance personnel up to complete and assign <\/span><span style=\"font-weight: 400;\">work orders<\/span><span style=\"font-weight: 400;\">.\u00a0<\/span><\/p>\n<h2><b>4 different <\/b><b>types of work requests<\/b><b> and <\/b><b>work orders<\/b><\/h2>\n<p><span style=\"font-weight: 400;\">Work requests<\/span><span style=\"font-weight: 400;\"> and <\/span><span style=\"font-weight: 400;\">work orders<\/span><span style=\"font-weight: 400;\"> differ based on the nature of the work required as well as the broader maintenance strategy employed across the organization. Below are four common varieties:\u00a0<\/span><\/p>\n<ol>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><a href=\"https:\/\/limblecmms.com\/blog\/emergency-maintenance\/\"><b><i>Emergency maintenance<\/i><\/b><\/a><span style=\"font-weight: 400;\">:\u00a0 An urgent <\/span><span style=\"font-weight: 400;\">work order<\/span><span style=\"font-weight: 400;\"> calling for an immediate response to a critical, <\/span><span style=\"font-weight: 400;\">non-routine<\/span><span style=\"font-weight: 400;\"> issue that may threaten operational stability, safety, and productivity.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><a href=\"https:\/\/limblecmms.com\/strategies\/preventive-maintenance\/\"><b><i>Preventive maintenance<\/i><\/b><\/a><span style=\"font-weight: 400;\">: A regularly scheduled <\/span><span style=\"font-weight: 400;\">work order<\/span><span style=\"font-weight: 400;\"> calling for the scheduled maintenance of equipment in order to increase reliability and prevent failure.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><a href=\"https:\/\/limblecmms.com\/strategies\/predictive-maintenance\/\"><b><i>Predictive maintenance<\/i><\/b><\/a><span style=\"font-weight: 400;\">: A proactive <\/span><span style=\"font-weight: 400;\">work order<\/span><span style=\"font-weight: 400;\"> that engages in ongoing monitoring in order to collect and analyze data, anticipate equipment failures, and perform maintenance preemptively.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><a href=\"https:\/\/limblecmms.com\/maintenance-definitions\/routine-maintenance\/\"><b><i>Routine maintenance<\/i><\/b><\/a><span style=\"font-weight: 400;\">: A standard <\/span><span style=\"font-weight: 400;\">work order<\/span><span style=\"font-weight: 400;\"> requesting regular inspections, minor repairs, and non-critical <\/span><span style=\"font-weight: 400;\">maintenance activities<\/span><span style=\"font-weight: 400;\">, with the purpose of keeping equipment in optimal condition.<\/span><\/li>\n<\/ol>\n<p><span style=\"font-weight: 400;\">The correct <\/span><span style=\"font-weight: 400;\">work request<\/span><span style=\"font-weight: 400;\"> and order for your maintenance issue will depend on the nature and urgency of the issue as well as the broader strategy that your organization deploys for maintenance issues. You can <\/span><span style=\"font-weight: 400;\">use templates<\/span><span style=\"font-weight: 400;\"> to simplify the process of issuing each different type.<\/span><\/p>\n<h2><b>Why are <\/b><b>work request systems<\/b><b> important to <\/b><b>maintenance teams<\/b><b>?<\/b><\/h2>\n<p><span style=\"font-weight: 400;\">Work requests<\/span><span style=\"font-weight: 400;\"> perform several important functions that are valuable to your <\/span><span style=\"font-weight: 400;\">maintenance team<\/span><span style=\"font-weight: 400;\">\u2019s daily operations and <\/span><span style=\"font-weight: 400;\">bottom line<\/span><span style=\"font-weight: 400;\">. An effective <\/span><span style=\"font-weight: 400;\">work request<\/span><span style=\"font-weight: 400;\"> will:<\/span><\/p>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Allow for quick identification and efficient resolution of maintenance issues.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Help your <\/span><span style=\"font-weight: 400;\">maintenance team<\/span> <span style=\"font-weight: 400;\">prioritize<\/span><span style=\"font-weight: 400;\"> tasks and distribute labor based on the relative urgency of an issue and its likely impact on operations.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Streamline<\/span><span style=\"font-weight: 400;\"> and formalize communication between the <\/span><span style=\"font-weight: 400;\">maintenance team<\/span><span style=\"font-weight: 400;\"> and stakeholders across other departments.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Ensure that resources and time are correctly allocated to perform and complete the requested <\/span><span style=\"font-weight: 400;\">maintenance activities<\/span><span style=\"font-weight: 400;\"> as cost effectively as possible.<\/span><\/li>\n<\/ul>\n<p><span style=\"font-weight: 400;\">Work requests<\/span><span style=\"font-weight: 400;\"> are important for creating a maintenance program that is quick, responsive, and efficient, all to the end of <a href=\"https:\/\/limblecmms.com\/blog\/equipment-failure\/\">reducing equipment failure<\/a> and <\/span><a href=\"https:\/\/limblecmms.com\/maintenance-definitions\/downtime\/\"><span style=\"font-weight: 400;\">downtime<\/span><\/a><span style=\"font-weight: 400;\">.<\/span><\/p>\n<h2><b>How to fill out a <\/b><b>work request form<\/b><\/h2>\n<p><span style=\"font-weight: 400;\">A <\/span><span style=\"font-weight: 400;\">work request<\/span><span style=\"font-weight: 400;\"> may be readily created using a straightforward step-by-step process, one that begins with the emergence or recognition of a maintenance issue. You can typically fill out a <\/span><span style=\"font-weight: 400;\">work request form<\/span><span style=\"font-weight: 400;\"> by following these five steps.\u00a0<\/span><\/p>\n<p><b><i>Step 1\u2013Identify the issue<\/i><\/b><span style=\"font-weight: 400;\">:<\/span> <span style=\"font-weight: 400;\">Begin by identifying the issue that requires your <\/span><span style=\"font-weight: 400;\">maintenance team<\/span><span style=\"font-weight: 400;\">\u2019s attention.<\/span><\/p>\n<p><b><i>Step 2\u2013Access a <\/i><\/b><b><i>request form<\/i><\/b><span style=\"font-weight: 400;\">: Follow the formal channels specific to your organization in order to obtain the appropriate <\/span><span style=\"font-weight: 400;\">work request form<\/span><span style=\"font-weight: 400;\">.<\/span><\/p>\n<p><b><i>Step 3\u2013Fill in the details<\/i><\/b><span style=\"font-weight: 400;\">:<\/span> <span style=\"font-weight: 400;\">Provide the key elements of your <\/span><span style=\"font-weight: 400;\">work request<\/span><span style=\"font-weight: 400;\"> (i.e. requester information, a clear description of the issue, the priority level of the requested work, the location of the task, and details on the projected budget required for completion of the work).<\/span><\/p>\n<p><b><i>Step 4\u2013Submit form<\/i><\/b><span style=\"font-weight: 400;\">: Again, using the proper channels specific to your organization, <\/span><span style=\"font-weight: 400;\">submit work requests<\/span><span style=\"font-weight: 400;\"> to the correct department.<\/span><\/p>\n<p><b>Step 5\u2013Follow up on your order<\/b><span style=\"font-weight: 400;\">:<\/span> <span style=\"font-weight: 400;\">Monitor the status of your request and be prepared to provide follow-up information or clarification upon request.<\/span><\/p>\n<h2><b>Tips for optimizing the <\/b><b>work request<\/b><b> and <\/b><b>work order management<\/b> <b>workflow<\/b><\/h2>\n<p><span style=\"font-weight: 400;\">The <\/span><span style=\"font-weight: 400;\">workflow<\/span><span style=\"font-weight: 400;\"> that governs your submission of <\/span><span style=\"font-weight: 400;\">work requests<\/span><span style=\"font-weight: 400;\"> and <\/span><span style=\"font-weight: 400;\">work orders<\/span><span style=\"font-weight: 400;\"> will play a critical role in determining the effectiveness, efficiency, and reliability of your maintenance program. This, in turn, can significantly reduce your risk of prolonged <\/span><span style=\"font-weight: 400;\">downtime<\/span><span style=\"font-weight: 400;\"> or lost productivity.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Below are a few helpful tips for optimizing your <\/span><span style=\"font-weight: 400;\">workflow<\/span><span style=\"font-weight: 400;\"> to ensure the maximum efficiency of your <\/span><a href=\"https:\/\/limblecmms.com\/blog\/preventive-maintenance-program\/\"><span style=\"font-weight: 400;\">maintenance program<\/span><\/a><span style=\"font-weight: 400;\">:<\/span><\/p>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Create a formal, centralized and preferably digitized system for submitting and tracking <\/span><span style=\"font-weight: 400;\">work requests<\/span><span style=\"font-weight: 400;\"> and orders.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Build standardized <\/span><span style=\"font-weight: 400;\">request form<\/span> <span style=\"font-weight: 400;\">templates<\/span><span style=\"font-weight: 400;\"> that are clear, easy to use, and formatted to provide space for all the necessary information.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Establish a system for <\/span><span style=\"font-weight: 400;\">prioritizing<\/span><span style=\"font-weight: 400;\"> requests based on their urgency and projected impact on operations.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Conduct regular and ongoing reviews and updates to your process in order to improve efficiency.<\/span><\/li>\n<\/ul>\n<p><span style=\"font-weight: 400;\">Each of these steps can reduce the risk of error, miscommunication, and unmanaged maintenance needs.<\/span><\/p>\n<h2><span style=\"font-weight: 400;\">Get help with maintenance transformation<\/span><\/h2>\n<p><span style=\"font-weight: 400;\">However, this can place a great deal of the burden on your in-house team. An effective <\/span><a href=\"https:\/\/limblecmms.com\/cmms\/\"><span style=\"font-weight: 400;\">Computerized Maintenance Management System (<\/span><span style=\"font-weight: 400;\">CMMS<\/span><span style=\"font-weight: 400;\">)<\/span><\/a><span style=\"font-weight: 400;\"> can <\/span><span style=\"font-weight: 400;\">save<\/span><span style=\"font-weight: 400;\"> time and labor for your team while <\/span><span style=\"font-weight: 400;\">streamlining<\/span><span style=\"font-weight: 400;\"> the management of <\/span><span style=\"font-weight: 400;\">maintenance activities<\/span><span style=\"font-weight: 400;\">.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">To learn more about <\/span><a href=\"https:\/\/limblecmms.com\/cmms\/cmms-software\/\"><span style=\"font-weight: 400;\">CMMS software <\/span><\/a><span style=\"font-weight: 400;\"> and how this emergent technology can help optimize maintenance <\/span><span style=\"font-weight: 400;\">workflow<\/span><span style=\"font-weight: 400;\">, <\/span><a href=\"https:\/\/limblecmms.com\/resources\/cmms-buyers-guide\/\"><span style=\"font-weight: 400;\">download our comprehensive guide<\/span><\/a><span style=\"font-weight: 400;\"> or <\/span><a href=\"https:\/\/limblecmms.com\/contact-us\/\"><span style=\"font-weight: 400;\">schedule a call<\/span><\/a><span style=\"font-weight: 400;\"> with a member of our team today!<\/span><\/p>\n","protected":false},"excerpt":{"rendered":"<p>A work request is a formal document submitted to a [&hellip;]<\/p>\n","protected":false},"author":77,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[739],"tags":[],"class_list":["post-15700","post","type-post","status-publish","format-standard","hentry","category-maintenance-operations"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v25.7.1 (Yoast SEO v25.7) - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>What Is a Work Request? 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