Enabling Walkthrough Mode for Submitting Work Orders – ML Work Orders

Quick Video of New Walkthrough Mode

Walkthrough mode allows you to create a step-by-step work order submission process, rather than having everything on one single page.

To enable walk through mode, you will need the manage site settings administrative permission on your user account.

To find this setting, navigate to Settings -> Manage Request Types -> Edit (pencil icon) for the specific request type.

Once you're on the edit request type page, scroll down to the Use Walkthrough toggle switch.

Select the toggle switch to enable walkthrough mode for this request type.

Request Categories are required when enabling walkthrough mode for a request type.

With Request Categories you can customize each step in the work order path to ensure when the work order is submitted, the administrators have as much information needed and the right people are assigned/notified of the work order.
Request Categories can be seen as a hierachy and they can have unlimited levels.

To setup Request Categories:

1. Navigate to Settings -> Manage Request Types, select the icon

2. Select +Add New to add a new request category

3. (Required) Enter a Name for the Request Category.

4.Enter a Quick Request Name.

This is not a required field.
Entering a Quick Request Name will make this Request Category a one click way to quickly submit a work order for this request category. This can be a quick and efficient way for users to submit work orders (with less clicks) to submit common work orders at your district.

To allow users to select Other when their issue isn’t listed during request submission, turn on the Allow Other toggle.
To require users to complete all requested custom fields when they submit a request, turn on the Require Custom Fields toggle.

Note: When you turn on this option for a category, all child categories inherit the setting. You can add fields to child categories but cannot remove fields inherited from parent categories.
To create a quick request, enter the Quick Request Name.

Note: Adding a Quick Request Name lets users submit requests for common issues with one click.
To add an image:

Note: This adds a visual icon to the category. The default image is a folder icon.

In the Unselected column, select the field you want to add.
Drag and drop the field into the Selected column.
To sort the fields in the Selected column, drag and drop them into the desired order.

Click Save.
Drag and drop the new request category to the desired location in the Request Category hierarchy.

Below is a quick video example to demonstrate a newly made request category "Touchscreen Not Working" and then dragging it to be nested within the "Device / Hardware" -> "Chromebook" Request Category Path

Select the Request category you would like to copy from
Select the Copy Button
Give the newly copied request category a name
1. Indicate if you'd like to copy any of the subcategories and custom field setup from the request category you are copying from
Select Save!

Custom fields can be applied to each request category level so that a work will display only the necessary fields for the issue at hand

Each Request Category will inherit all parent request category fields

For example, in a top-level request category called "Device/Hardware," you may have a custom field for "Have you tried restarting your device?", for any request categories nested within "Device/Hardware" the "Have you tried restarting your device?" field will always display as selected

To Add a Custom Field to a Request Category:

Select the Request Category
In the Unselected column, left mouse click the field you want selected
Drag and drop the field over to the Selected column
1. You can also sort the field order in the selected column using a drag-and-drop workflow

Next to the request type you want, click .

Notes:

If the request category is associated with an existing request, the delete icon will not appear.
If the request category is not associated with an existing request but is associated with either auto-assign and/or auto-notify, the delete icon appears and a pop-up informs users they must remove the request category from auto assign/auto notify first.