Swept+ Requested Supplies Widget & Requesting Supplies

Summary

As part of Swept’s supply request workflow, the requested supplies widget allows users to view the three most recently requested supplies at a particular location and provides the user with access to request supplies.

Requested supplies widget

Who can see the requested supplies widget?

The requested supplies widget appears for managers, supervisors, and cleaners.

If the location is part of a one time service then requested supplies is not available. Learn more about One Time Services here.

Where can I find the requested supplies widget?

The requested supplies widget is found on the location details page. The locations details page can be accessed by selecting Locations from the navigation bar and selecting a particular location. You may need to scroll down to see the requested supplies widget.

 

 

Location section

 

 

Location details page

 

 

When should I use the requested supplies widget?

Users should use the requested supply widget when they are running low on supplies at a location. From here they can see if the supply they are out of has been recently requested or request it if they need more.

 

Requested Supplies Widget Details

When you are looking at the details of a location you will see the requested supplies widget. Depending on the location and what supplies have been assigned the widget will appear in one of three states.

  • No assigned supplies - The widget will be shown in this state if the location does not have any supplies assigned to it. Supplies can be assigned to a location using the Swept web app.

  • No open supply requests - The widget will be shown in this state if there are no open supply requests for a particular location.

  • Recently requested supplies - If the location has open supply requests the three most recent supply requests will be shown on the widget.

List items for recently requested supplies include the supply’s name when the request was submitted and the number of items requested.

 

 

Requested supplies widget (no assigned supplies)

 

Requested supplies widget (no open supply requests)

 

Requested supplies widget (with requested supplies)

 

 

Requesting Supplies

Requesting supplies should ideally be done when you notice you are running low on supplies to give the manager time to order and deliver the supplies to the location, but can also be done if you are completely out of supplies. When you request a supply managers and supervisors assigned to the location will receive a supply request letting them know they need to deliver supplies to the location.

To request supplies select the “Request supplies” button on the requested supplies widget. This will bring you to the supplies page for the location. You will land on the New Request tab. This tab displays the supplies that are available to request at the location.

 

A supply will not be available to request if it has already been requested. It will not show on the requested tab for any users in order to eliminate the possibility of duplicate requests until the open request has been completed.

 

New request tab

 

Each supply will show the date it was last restocked and two input fields. One for the amount you currently have remaining and one for the amount you think you need. Upon selecting each of the fields a keyboard will appear allowing you to enter a number. You can continue down the list of supplies until you have requested all the supplies you need. When you are done select Submit Request.

  • If there are still supplies available to request you will be shown a banner that indicates your request has been submitted and the supply you requested will be removed from the list and show on the requested tab.

  • If there are no more supplies available to request the list of supplies will be removed and you will see a message indicating there are no more supplies available to request.

 

New request tab (with the keyboard open)
New request tab (with banner)

 

New request tab (no available supplies)

 

 

There are a few rules when requesting supplies to be aware of:

  • Only whole numbers can be used to request supplies

  • Amount needed must be greater than 0

  • Amount remaining can be left at 0

  • Numbers enters can not exceed 4 digits. You cannot request more than 9999 of one item.

You can see a full list of requested supplies by selecting the requested tab. Each supply that has been requested will appear here along with the date it was requested, the amount remaining at the time of the request and the amount needed. Supply requests will be automatically removed from the requested tab when they are completed, making them available to be requested again.

Requested tab

 

Did you know? Managers and supervisors can complete supply requests in the Swept+ app. Check out https://knowledge.sweptworks.com/knowledge/swept-more-supplies-by-location-completing-supply-requests to see how.

 

 

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