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Service requests

Review, approve, reject or delete the requests that Superwise raises when measured work goes over the BOQ quantity.

Where to find it
Project Cost > Service Requests
Who can use it
People who have the View Service Requests permission. Approving or rejecting needs the Approve permission. Deleting needs the Delete permission.

A service request asks for more quantity on a bill of quantities (BOQ) item. The BOQ is the list of work items with quantity and rate for a project. You do not write a service request by hand. Superwise creates it when a measurement sheet takes the measured total of a BOQ item above its estimate. For example, the BOQ of Acme Heights allows 100 cubic metres of concrete in an area, and a measurement sheet brings the total to 120.

An approver decides on the request. Until the request is approved, the measurement sheet that caused it cannot be accepted.

Before you start

  • A measurement sheet must have gone over the estimate. See Add a measurement sheet.
  • To approve or reject, you must be an approver for the request in the approval workflow.

How to find a service request

  1. Open Project Cost > Service Requests.
  2. To search, type at least 3 characters in Search (min. 3 characters) (mark 1).
  3. To filter, use the boxes in the second header row. Each column has one box. Mark 2 is the box of Area. The box of Project starts with your current project already chosen. - Created On: choose a date range. - Project and Status: type a word, then choose a value from the list. - Area, Activity and Created By: type a word.
  4. To read a request, click the arrow at the start of its row.
The Service Requests page. Mark 1 is the search box. Mark 2 is the filter box of the column Area.
The Service Requests page. Mark 1 is the search box. Mark 2 is the filter box of the column Area.

A status can show (Draft) after its name, and a revision number can show in brackets.

How to read the details of a request

Click the arrow at the start of the row. Choose a tab.

  • BOQ Details lists the BOQ items, grouped by category. For each item it shows the Quantity asked for and the Estimated Quantity.
  • Nodes lists the nodes (areas) of the request.
  • Other Details shows who changed the status and when, the BOQ Revision, and any attachments you can download.
  • Comments shows the comments on the request.
  • Work Flow shows the approval steps as a diagram.

How to approve or reject a request

  1. Click the menu icon at the end of the row.
  2. Click Approve or Reject.
  3. In the dialog Confirm Action, type a reason in Comment (optional).
  4. Click Confirm. Click Cancel to stop.

When you reject a request, the dialog warns Corresponding Measurement Sheet will be rejected. Superwise rejects the measurement sheet and adds a remark to it.

How to delete a request

  1. Click the menu icon at the end of the row.
  2. Click Delete.
  3. Click Confirm.

Superwise rejects the measurement sheet that belongs to the request.

How to see who approved a request

Click the menu icon at the end of the row, then click Approval History. A panel opens with the approval steps. For an accepted request, Approval Info also shows. It opens the approval report.

What the columns mean

Name What it means
Created On The date Superwise created the request.
Project The project of the request.
Area The area of the project, with its code.
Activity The task of the measurement that went over.
Created By The person who created the request.
Status The state of the request, for example Pending, Rejected or Accepted.

Rules to know

  • Approve and Reject show only to a person whose approval step it is. The menu shows only the choices that fit the state of the request.
  • Only the last approved service request can be rejected.
  • Approve, Reject and Delete do not show for a request that a BOQ playground revision created. That request is part of a BOQ revision. See BOQ estimation.
  • Delete shows only for a request that is pending or rejected, and only to people who have the Delete permission.
  • When a rejected request is accepted later, its measurement sheet goes back to Pending.

If something goes wrong

What you see What to do
Only last approved Service Request can be rejected Reject the newer approved request first.
Could not change status. followed by a reason Read the reason. The approval workflow may need another person to act first.
No Approve or Reject in the menu You are not the approver for this step, or the request is part of a BOQ revision.