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Requesting an item - and approving requests as an admin

Not everyone needs admin access to get gear - a Field Worker can request an item themselves, and an admin or manager approves it from a queue.

Requesting an item

From a tool's detail page, a Request an item button is available next to that tool. [VERIFY: the exact request form a Field Worker sees - quantity, notes, urgency fields, etc. - since this could only be confirmed from an admin login, not a Field Worker's.]


Approving or denying a request
  1. In the left menu, open Tools & Equipments and click Requested.
  2. The list defaults to Pending requests, showing the requester's name, email, total items, and when they asked.
  3. Click Review to see exactly what was requested.
  4. Use the checkmark to approve, or the trash icon to deny.

[Screenshot: requested-items.jpg - the Requested Items queue]

Pending requests also surface on the dashboard, so nothing sits unnoticed for long.

If something goes wrong

A request I approved doesn't show as assigned. Check the tool's detail page under "Assign" - approved requests are fulfilled the same way as a manual assignment, and the same per-shop stock rules apply.

Someone says they requested something but I don't see it. Switch the filter at the top of the Requested Items list away from "Pending" - it may already have been approved, denied, or requested against a different item than expected.

Still stuck? Open Support in the left menu of the app and click Create ticket, and we'll respond within one business day.