Creating new work requests

Do the following:

  1. In 2D-Contek, 3D-Contek or Shell, open Work Request Manager by selecting Tools > Tools > More Tools > Work Request Manager.

  2. Click New. The New Work Request dialog opens.

  3. Define the general work request information:

    Title

    Enter a descriptive title for the work request. This is required information.

    Request area

    Select this to open the Edit Work Request Area dialog where you can define the min–max limits of the work request area. If all values are zero, the area has not been set.

    Description

    Describe the context of the work request. This is required information.

  4. Define additional information on relevant tabs:

    Targets

    On the Targets tab, specify which applications—and, optionally, which users—this work request applies to.

    Objects

    On the Objects tab, specify which model objects to include in the work request.

    • To add objects, click Assign, select the objects from the model, and press Enter.

    • To remove objects, select the objects, click Deassign, and confirm the removal.

    Consider the following:

    • Objects should be located within the Request area for all work request filters to work correctly. When creating the Work Request object, you are prompted to expand the area, if needed.

    Attachments

    On the Attachments tab, specify which external files to attach to the work request. Consider the following:

    • You can attach files of any type and size. However, because they are stored in the COS server's document repository, large attachments will increase the COS backup size and slow down the backup process.

    • You can attach multiple versions of the same file with the same name. The files are displayed as linked and can be viewed individually.

    eBrowser models and markups have dedicated handling, as described in Handling work request file attachments for eBrowser models and markups.

  5. Click OK. The following might happen:

    • You are prompted that the work request area does not contain all the included objects.

      Select Yes to allow expanding the area, or No to keep the current setup. If you choose No, the Show filter Request area intersecting my area will not work correctly.

    Then, the new Work Request object is created with the status 'Open', displayed in the Work Request Manager, and becomes available to the targeted applications and users when they load work requests from COS.

  6. To exit the Work Request Manager, click Close.

Related topics

Browsing work requests

Replying to work requests