TR: How to Submit a Work Request on the Web

Product / System: Transcendent Learning Center

Target Audience: Work Requesters (Departments external to the Engineering Team)

Objective: Walk through the steps to complete and submit a new work request in the Transcendent system.

Overview

This article guides you through the process of submitting a new work request. Filling out a work request accurately helps the engineering team understand the issue, assign resources efficiently, and resolve your ticket in a timely manner.

 Pro-Tip: Save time on every submission by adding your phone number directly to your User Account profile so it automatically populates on future work request forms.

Step-by-Step Instructions

Navigate the Work Request Form:

1. Log in to the Transcendent platform.
2. In the upper left, click Work Request.

Verify Your Information & Notification Settings:

In the top Information section:

• User Details: Verify your Name, Email Address, and Phone Number. If any field is blank, enter the required information manually.
• Notification Settings: Select your preference for how you wish to be updated when changes or actions occur on the work order.

Complete the Request Information Section:

Fill out the specific details regarding the requested work:

• Site Selection: If you have access to multiple properties, ensure the correct Site is selected.
• Asset / Barcode (Optional): To link a specific asset to this request, click the asset field and type a keyword or scan the asset's barcode.
• Location: Select a location from the dropdown menu. If the specific location is not listed, use the Other Location field to specify it manually.

Describe the Work Required:

• Description (Required): Enter a brief summary explaining the work being requested.
• Details (Optional): Provide additional context or detailed background information. The more detail you provide, the easier it is for the engineering team to diagnose and address the issue.

Set Priorities, Dates, and Permissions:

• Date Needed (Required): Select the target date by when you need the work completed. (Note: This serves as a target date and does not mark a work order as overdue).
• Priority (Required): Select the urgency level for the request.
• Manager Options (If Applicable): Depending on your system security level, Managers may see options to assign the request directly to a specific user and set a formal Due Date. (These fields are hidden for regular Site Users).

Attach Files and Submit:

1. Attachments (Optional): Click Select File to attach relevant photos, diagrams, or documents from your computer.
2. Click Submit in the bottom right corner of the form.
3. Look for the confirmation message on screen indicating that your work request has been successfully created.

Quick Reference Summary

Form Field	Required?	Description / Action
Contact Info	Yes	Name, email, and phone number (Auto-populates if saved in profile).
Site	Yes	Ensure the correct property is selected if managing multiple sites.
Asset / Barcode	No	Search by keyword to link a specific system asset.
Location	Yes	Choose from the list or specify in Other Location.
Description	Yes	Brief summary of the work requested.
Details	No	In-depth context to assist the engineering team.
Date Needed	Yes	Desired completion target (does not affect overdue status).
Priority	Yes	Urgency level of the task.
Assignee / Due Date	Conditional	Visible only to Managers with elevated security roles.
File Attachment	No	Upload relevant photos or supporting docs.