Request Management — Walkthrough

📅 Demo dates (auto-calculated for today)

The activity window must be about two weeks out — start on a Monday, end on the Friday of the following week. The overnight work shift spans two days. Copy these straight into the form.

If your recording date changes, just reopen this page — the dates recalculate automatically.

Open the submission form

1. Open the portal home page.
   Open Portal Home
   🎙️ Say thisThis is the public front door for contractors. Anyone working on site can come here to request a shutdown or flag construction activity — they don't need a login.
2. In the top navigation, click the CAF Submission tab.
   Go directly to CAF Submission
   🎙️ Say thisThe submission form is where every request begins. Everything entered here flows straight into our system for review.

Fill out the form

1. Enter the submitter name. (requestor's name)
   Jordan TesterCopy
2. Enter the submitter mobile.
   206-555-0142Copy
3. Enter the submitter email.
   jordan.tester@example.com.invalidCopy
4. For Project Name, select 00 Citiri Training Project from the list.
   🎙️ Say thisEvery request is tied to a project, so the right teams and budgets are connected from the start. We'll always use the training project here.
5. Enter a CAF Number using the format CAF-CITIRI-#### — pick any four digits.
   CAF-CITIRI-0042Copy
6. In Select Zone or Space, choose A Concourse.
   🎙️ Say thisNotice we can tie this request to a broad area of the airport first — the whole A Concourse.
7. Open Select Zone or Space again and choose A 4000 Level (Bridge).
   🎙️ Say thisThen we can narrow it down to a specific level within that area.
8. Open Select Zone or Space a third time and choose A Concourse Bridge: A1-A5.
   🎙️ Say thisAnd finally we can pin it to an exact location. That's the power here — we associate work from a whole area, down to a level, all the way to a precise spot, so everyone knows exactly where the activity is happening.
9. Enter Additional Location Information.
   Adjacent to escalator bank E3; stage equipment at the base landing.Copy
10. Enter Affected Operations.
    Traveling public — one escalator out of service at a time.Copy
11. Under Construction Activity Duration, set the Start Date to the Monday below.
    —Copy
    🎙️ Say thisThe activity window runs about two weeks out — starting on a Monday and wrapping up on a Friday two weeks later — so the request reflects a realistic planning lead time.
12. Set the End Date to the Friday below.
    —Copy
13. Under Construction Work Hours, turn on the Repetitive toggle.
    🎙️ Say thisMost shutdown work repeats on a schedule, so we'll mark this as a repeating activity and tell the system exactly which nights it happens.
14. Set the work hours Start Date to day one, and End Date to day two.
    Day 1—

    Copy

    Day 2—

    Copy
    🎙️ Say thisBecause the crew works overnight, a single shift crosses midnight — so it starts on one day and ends on the next.
15. Set the Start Time and End Time.
    Start time10:00 PM

    Copy

    End time6:00 AM

    Copy
16. Select the days of the week: Monday, Wednesday, and Friday only.
    🎙️ Say thisWe'll limit the work to Monday, Wednesday, and Friday — so anyone looking at this knows the activity only happens on those nights, and the area is clear in between.
17. Enter the Description of Construction Work.
    Patch-and-finish at the ticketing slab edge where GYP meets the escalator cladding. Boom lift staged at the base; one escalator down at a time.Copy
18. For files, check No Files Available.
19. Enter the Contractor POC (Primary) — first name, last name, job title, phone.
    FirstStig

    Copy

    LastJohnson

    Copy

    TitleArea Superintendent

    Copy

    Phone253-555-2820

    Copy
20. Enter the Contractor POC (Secondary) — first name, last name, job title, phone.
    FirstMarshall

    Copy

    LastTidwell

    Copy

    TitleArea Superintendent

    Copy

    Phone425-555-2493

    Copy
    🎙️ Say thisWe capture two on-site points of contact so reviewers always have someone to reach during the work.
21. For Port Construction Manager (Primary), select Faizan Shaik from the list.
22. For Port Construction Inspector (Primary), select Cathryn Deberry from the list.
    🎙️ Say thisWe also name the port-side manager and inspector. These are the people who will review and sign off on the request.
23. The Submit button should now be enabled — click Submit.
    If Submit is still greyed out, a required field above was missed. Scroll back up and check each one.
    🎙️ Say thisAnd that's the entire intake — in a couple of minutes a contractor has told us what they're doing, where, when, and who to contact. Now it comes to our team for review.

Open the request and review it

1. Open the request that was just submitted.
   Open the demo request (backup)
   During recording, open the one you just submitted. The button above opens a pre-built backup request in case you need it.
   🎙️ Say thisHere's the request as our team sees it. Everything the contractor entered is laid out in one place, along with the people who need to weigh in.
2. Point out the status bar across the top and the list of reviewers and contacts on the record.
   🎙️ Say thisAt the top we can see where the request stands. Below, each reviewer has a role — and right now the approvers are still pending.

Record decisions and update status

1. Click the Update Request button.
   🎙️ Say thisThis is where we manage the request. We can record approvals, leave comments, adjust the schedule, or send it back.
2. In the contacts list, set the three pending reviewers to Approved. (ORAT/COR Manager, Construction Manager, Construction Inspector — each shows Pending until set.)
   🎙️ Say thisAs each reviewer signs off, we capture their decision right here — so there's a clear record of who approved the work and when.
3. Add a note in the comment box about the approval.
   Approved for nightly work, Mon/Wed/Fri. Coordinate escalator outage with operations.Copy
   🎙️ Say thisWe can attach a comment to the decision, so context travels with the request and everyone stays informed.
4. Change the Status to Approved.
   🎙️ Say thisWith the reviews in, we move the request forward to approved.
5. (Optional) Click Modify Request to show how dates, work hours, and the repeating days can be adjusted before saving.
   🎙️ Say thisIf something needs to shift — different dates, different hours — we can fine-tune it here before it's finalized, without sending the contractor back to square one.
6. Click Save (or Modify & Save if you adjusted details).
   🎙️ Say thisOnce we save, the approved request is locked in and ready to appear on the shared schedule and the dashboards.

Refresh the data, then open the home view

1. Refresh the analytics data so your new request flows through: run a full sync on the request data connection, then run the two processing jobs.
   Open Data Manager
   This is a behind-the-scenes refresh — do it before recording the tracking and reporting stages. No need to narrate it on camera.
2. Open the CitiriOS Home page.
   Open CitiriOS Home
   🎙️ Say thisThis home view is the team's command center. From here we can see live activity, the open request list, and the reporting — all in one place.
3. On the Open CAFs (List) tab, find the request you just approved.
   🎙️ Say thisHere's our request in the working list, alongside everything else that's active — so nothing slips through the cracks.
4. (Optional) Open the CAF Console and switch to the Scheduler View to show the approved activity on the calendar; click the event to open its details.
   Open the CAF Console
   🎙️ Say thisOn the calendar, the approved work appears on exactly the nights it's scheduled — so operations, maintenance, and contractors are all looking at the same plan.

Read the dashboards (filtered to the training project)

1. On the CitiriOS Home page, open the CAFs Overview tab.
   Open CitiriOS Home
   🎙️ Say thisThis overview gives leadership the big picture — how much activity is in flight, where it is, and how it's trending.
2. On the dashboard, set the project filter to 00 Citiri Training Project.
   🎙️ Say thisBy filtering to a single project, we focus the entire view on exactly the work we care about right now.
3. Point out the figures that reflect the request you just submitted and approved.
   🎙️ Say thisAnd there's our request, already counted in the totals — the moment it's approved, it shows up in the reporting.
4. Switch to the CAF Console tab (the management view) and set the same 00 Citiri Training Project filter.
   🎙️ Say thisThe management view rolls the same data up for leadership — approvals, timing, and workload at a glance — again scoped to our project.

Wrap up