Picture this scenario: You’re almost done with the latest project and are looking forward to a well-earned break when someone drops by to hand you a new project, and no, they don’t need it in two months; they need it in two days!
Not cool, right?
Rarely do we like to be handed sudden and time-sensitive projects or new work—which is why a great planning process is essential. But despite the excellent planning, other teams that work with your department don’t
usually account for the needs of your team.
Without a transparent work order request process, it’s easy for essential assignments to slip through the cracks, leaving your team feeling overwhelmed and annoyed—which isn’t great for productivity.
However, you have a more productive way to track work and file work with a work order request process and templates. By using it, the team can stay at the top of their game without feeling hassled by impromptu deadlines.
In this article, we’ll discuss the following:
What is a work request template?
What are the benefits of creating a work request template?
The best practices for a work request process
The most essential elements of a work request
How to use the printable work request template from Coda
Frequently asked questions about work request templates
What is a work request template?
A work request template is a better way to capture requests from the client, other departments and teams, and stakeholders regarding a project. It should be in an easy-to-use and understand format so that requesters won’t have difficulty filling it and requesting what they need from your team.
Work requests are any type of requests from stakeholders in an organization that your team is not already working on or even aware of. They seem like something your team can handle instantly, but like an iceberg, they often have hidden elements that can wreck your project. This is because they often lack the details needed for effective handling.
But not to worry, because in this article, we’ll show you precisely what you need to do to streamline the work order process and template, so new requests are easy to handle for your team.
Benefits of creating a work request process
There are several advantages to creating a work request process. These go beyond the obvious benefit of organizing your work and extend to providing accountability and improving prioritization.
Let’s consider the most significant reasons why every project should have a work request process:
Bring transparency to work intake during an ongoing project
Project teams receive a deluge of information regarding their project. If your team has so many new requests coming from various sources, it’ll be impossible for them to complete projects when they are due. If this sounds like your current project team, then a work order process can be just what the doctor ordered!
With a work request process, new ‘asks’ come from just one channel instead of emails, desk drop-bys, social media channels, etc.
Communicate expectations with the stakeholders
If you’re having problems communicating expectations with stakeholders, you should strongly consider streamlining your work order process.
For example, stakeholders will easily be request project updates and relay critical information easily and quickly. And you’ll be able to deal with whatever requests stakeholders make because none of their requests will fall through the cracks and be unseen.
with this request template will make tasks or work management easier.
Adequately allocate project resources
Project resources might be wasted when there isn’t a standardized request process. Why? Because most times, these uncoordinated requests lack the critical information needed to know how much resources to allocate.
But by having this template, decision-makers can prioritize the important parts of a project that need resources and not have to re-invent the wheel every time a new request comes in.
, it’ll be super-easy to allocate project resources adequately.
Assign roles and delegate work
Another advantage of having a work request process is that it ensures everyone is on the same page. In addition, these request forms allow requesters to see the status of their request and who’s handling it.
Furthermore, using the request form ensures that new orders are added to the correct project or workflow, which will make it harder for requests to go unfulfilled past due dates.
, you can mark those responsible for specific tasks.
Are you having difficulty holding team members accountable for specific work areas? Then a work order process can help provide and improve accountability.
When all requests are housed in one place and transparent, everyone can see it, the status, and who is meant to deal with it.
Team members will see what they and others have to do. This transparent atmosphere spurs everyone to complete their tasks on time.
Some teams view requests only after the current project or requests have been completed. This approach is cool, but it makes it very easy for urgent requests to go unfulfilled, negatively affecting a project.
With a maintenance work order template and streamlined process, requests are tackled by priority, so nothing important goes undone. With this process, you can rest assured that the team’s working on the right thing at the right time.
Work request best practices
Now that you’ve seen how important it is to have a streamlined process for work requests, what are the best practices to follow for using work requests? Here are some of the best practices experienced project managers swear by.
Create a work request process
The first thing to do is to put the infrastructure in place for a work request process. Creating a standardized method for sending requests—and ensuring that everyone is aware of it is the first step.
Ensure team members know that a request will only be considered after being sent through the work request process.
Document incoming requests
This goes hand in hand with the first best practice. Make it very clear that any request that doesn’t pass through the request application forms won’t be addressed.
Documenting incoming requests involves mapping out the types of requests sent to the team and the information they should contain.
By documenting incoming requests, you ensure everyone knows where to find request forms. It also ensures that you have all the essential details needed to handle the work. It also will require each request to have an order number for proper tracking.
Have an approval system based on project goals
If the team doesn’t know why a project’s being done and the end goal, it’ll be challenging to execute the task correctly.
To ensure your team is aligned with project goals, only approve requests that further the company and project goals.
Establish a clear project owner
Another best practice is to put someone in charge. This person will be responsible for reading through each new service request to look out for the details. Afterward, they’ll also consider these requests in terms of priority then assign them out to team members equipped to handle them.
Filling this role will ensure only fully baked requests will be handled by your team, saving you loads of time and even resources. Also, the team won’t be distracted about whether the work that’s coming up will be something they can handle or not.
Automate work request orders
Automating the work order process requires a single hub to manage all the requests. Therefore, there is better communication between everyone involved, which will lead to better productivity.
Coda’s request form samples and templates are flexible for different projects and help project teams perform better.
Most important elements of a work request
No two companies or projects are the same; likewise, a work order request form for project A might not be the same for project B. However, some elements remain the same or similar regardless of the project or company.
Here are the essential elements of any work request:
This element allows the requester to outline what they want to be done. Without adding a work description, the document is not valuable for the team.
There should be a means of communicating with the requester. The contact information element makes this easy for the requester and makes it easy for those handling the request to give feedback.
Name of the party to handle the task
The form should contain the name of the person or team to complete the task. This is essential because it ensures the task is always sent to the right person.
Budget and resources
This element indicates the budget or resources impact a change might have on the project.
Next, find out Coda’s sample work order template. It’s a free work order template that you’ll find pretty handy.
page, you’ll see a form that your colleagues and teammates can fill out with their new work requests. The columns that show up in the form are fully customizable. The form can also be sent separately as a link similar to how you might send around a Google Form. Your colleagues also don’t need to have Coda accounts to fill out the form.
Step 2: View work order requests
As people start submitting new work order requests, you can see all work order requests on the
page. The work order requests can be viewed as a kanban board (top of page) or as a table layout (bottom of page). You’ll notice there are many more fields/columns to fill out as the work request is being worked on. You need to assign people to do the work, write the work that was completed, and make sure the original work order requester approves the completed work (see the Approved column with the 👍 emoji).
Each work order request also has an associated project so that you can organize all the work order requests into projects. Customize the list of projects in the
page, you’ll see a list of all work requests that have not been approved. In order to approve the work request, the original requester just needs to hit the 👍 button.
Work request template FAQs
What is a work request process?
A work request process is a formal request system that saves time, improves productivity, and allows a team to track work in one place.
It eliminates informal requests that might be urgent but slip through the cracks due to the lack of documentation.
What are the different use cases for work requests?
Work requests are flexible forms that you can use for different requests. Use cases include:
Increasing a project scope
Changing a project
Maintenance request form
Change order request
Changing a design feature
Starting a new project
Repair work order
Follow-up to audits
Purchase order request
Starting the next stage of a project lifecycle
Who is required to fill out a work order?
The client or a project stakeholder fills out a work order to specify work to be done. It should typically contain pricing, contact information, and other essential details. Department heads and authorized department members can also fill it out.
Who should manage incoming work order requests and approvals?
Work order requests and approvals should be handled by a responsible and capable team member assigned to the role or the project manager. The assigned person must prioritize work order requests and know the team member(s) equipped to handle the new request to successfully handle this role.
Coda is an all-in-one doc for your team’s unique processes — the rituals that help you succeed. Teams that use Coda get rid of hundreds of documents, spreadsheets, and even bespoke apps, to work quickly and clearly in one place. This template is a Coda doc. Click around to explore.