[ADD] Maintenance: Maintenance requests

closes odoo/documentation#8332

X-original-commit: e0e97ea763
Signed-off-by: Zachary Straub (zst) <zst@odoo.com>
Signed-off-by: John Holton (hojo) <hojo@odoo.com>

content/applications/inventory_and_mrp/maintenance.rst

@@ -17,4 +17,5 @@ requirements.
 .. toctree::
    :titlesonly:
 
-   maintenance/equipment_management
+   maintenance/add_new_equipment
+   maintenance/maintenance_requests

content/applications/inventory_and_mrp/maintenance/equipment_management.rst

@@ -1,10 +0,0 @@
-:nosearch:
-
-====================
-Equipment management
-====================
-
-.. toctree::
-   :titlesonly:
-
-   equipment_management/add_new_equipment

content/applications/inventory_and_mrp/maintenance/maintenance_requests.rst

@@ -0,0 +1,106 @@
+====================
+Maintenance requests
+====================
+
+.. |MO| replace:: :abbr:`MO (Manufacturing Order)`
+
+In order to keep equipment and work centers functioning properly, it is often necessary to perform
+maintenance on them. This can include preventive maintenance, intended to prevent equipment from
+breaking down, or corrective maintenance, which is used to fix equipment that is broken or otherwise
+unusable.
+
+In Odoo *Maintenance*, users can create *maintenance requests* to schedule and track the progress of
+equipment and work center maintenance.
+
+Create maintenance request
+==========================
+
+To create a new maintenance request, navigate to :menuselection:`Maintenance app --> Maintenance -->
+Maintenance Requests`, and click :guilabel:`New`.
+
+Begin filling out the form by entering a descriptive title in the :guilabel:`Request` field (e.g.,
+`Drill not working`).
+
+The :guilabel:`Created By` field auto-populates with the user creating the request, but a different
+user can be selected by clicking on the drop-down menu.
+
+In the :guilabel:`For` drop-down menu, select :guilabel:`Equipment` if the maintenance request is
+being created for a piece of equipment, or :guilabel:`Work Center` if it is being created for a work
+center.
+
+Depending on the option selected in the :guilabel:`For` field, the next field is titled either
+:guilabel:`Equipment` or :guilabel:`Work Center`. Using the drop-down menu for either field, select
+a piece of equipment or a work center.
+
+If the *Custom Maintenance Worksheets* setting is enabled in the *Maintenance* app's settings, a
+:guilabel:`Worksheet Template` field appears below the :guilabel:`Equipment` or :guilabel:`Work
+Center` field. If necessary, use this field to select a worksheet to be filled out by the employee
+performing the maintenance.
+
+The next field is titled :guilabel:`Request Date`, and is set by default to the date on which the
+maintenance request is created. This date cannot be changed by the user.
+
+In the :guilabel:`Maintenance Type` field, select the :guilabel:`Corrective` option if the request
+is intended to fix an existing issue, or the :guilabel:`Preventive` option if the request is
+intended to prevent issues from occurring in the future.
+
+If the request is being created to address an issue that arose during a specific manufacturing order
+(MO), select it in the :guilabel:`Manufacturing Order` field.
+
+If an |MO| was selected in the :guilabel:`Manufacturing Order` field, a :guilabel:`Work Order` field
+appears below it. If the issue arose during a specific work order, specify it in this field.
+
+In the :guilabel:`Team` field, select the maintenance team that is responsible for managing the
+request. If a specific team member is responsible, select them in the :guilabel:`Responsible` field.
+
+The :guilabel:`Scheduled Date` field is used to specify the date on which maintenance should take
+place, and the time it should begin. Choose a date by clicking on the field to open a calendar in a
+pop-up window, and then select a day on the calendar. Enter an hour and minute in the two fields
+below the calendar, and click :guilabel:`Apply` to save the date and time.
+
+The :guilabel:`Duration` field is used to specify the time it takes to complete the maintenance
+request. Use the text-entry field to enter the time in a `00:00` format.
+
+If :guilabel:`Work Center` was selected in the :guilabel:`For` field, a :guilabel:`Block Workcenter`
+checkbox appears below the :guilabel:`Duration` field. Enable the checkbox to prevent work orders or
+other maintenance from being scheduled at the specified work center while the maintenance request is
+being processed.
+
+The :guilabel:`Priority` field is used to communicate the importance (or urgency) of the maintenance
+request. Assign the request a priority between zero and three :guilabel:`⭐⭐⭐ (stars)`, by clicking
+on the desired star number. Requests assigned a higher priority appear above those with a lower
+priority, on the Kanban board used to track the progression of maintenance requests.
+
+In the :guilabel:`Notes` tab at the bottom of the form, enter any relevant details about the
+maintenance request (why the maintenance issue arose, when it occurred, etc.).
+
+The :guilabel:`Instructions` tab is used to include instructions for how maintenance should be
+performed. Select one of the three options, and then include the instructions as detailed below:
+
+- :guilabel:`PDF`: click the :guilabel:`Upload your file` button to open the device's file manager,
+  and then select a file to upload.
+- :guilabel:`Google Slide`: enter a :guilabel:`Google Slide link` in the text-entry field that
+  appears after the option is selected.
+- :guilabel:`Text`: enter the instructions in the text-entry field that appears after the option is
+  selected.
+
+.. image:: maintenance_requests/request-form.png
+   :align: center
+   :alt: A maintenance request form filled out for a piece of equipment.
+
+Process maintenance request
+===========================
+
+Once a maintenance request has been created, it appears in the *New Request* stage of the
+*Maintenance Requests* page, which can be accessed by navigating to :menuselection:`Maintenance app
+--> Maintenance --> Maintenance Requests`.
+
+Maintenance requests can be moved to different stages by dragging and dropping them. They can also
+be moved by clicking on a request to open it in a new page, and then selecting the desired stage
+from the stage indicator bar, located above the top-right corner of the request's form.
+
+Successful maintenance requests should be moved to the :guilabel:`Repaired` stage, indicating that
+the specified piece of equipment or work center is repaired.
+
+Failed maintenance requests should be moved to the :guilabel:`Scrap` stage, indicating the specified
+piece of equipment, or work center, could not be repaired, and must instead be scrapped.