AggieWorks Requests Tracking Report

Step 1: Open the Link

Navigate to the following URL in your web browser (e.g., Chrome, Edge, Firefox, or Safari):

https://u.tamu.edu/aggieworks-requests-report

Step 2: Sign in with your NetID

You will be redirected to the Texas A&M University sign-in page. Enter your NetID (e.g., "joeaggie@tamu.edu") and your password.

Step 3: Complete Duo Multi-factor Authentication

After entering your password, you will be prompted to verify your identity through Duo. Use Touch ID, the Duo Mobile app push notification, or another configured method to complete authentication.

Step 4: View the Report

After authentication, the report will load automatically in your browser. No additional software or licenses are required. The report has three pages you can navigate between using the tabs on the left side of the screen: Report, Charts, and Work Flow.

TIP: Bookmark this link for quick access in the future. The report works on mobile devices too, though a desktop or laptop provides the best experience.

This report is built in Microsoft Power BI, which is a business intelligence tool that displays live data in an interactive format. You do not need to install any software or have a Power BI license to view this report — it runs entirely in your web browser.

If you have never used Power BI before, here are the essential interactions you need to know. The report is designed to be intuitive — most actions involve clicking, selecting from dropdowns, or typing search terms.

Switching Pages

Click the page tabs on the left side of the screen (e.g., Report, Charts, Work Flow) to navigate between different views of the data.

Using Dropdown Filters

Click the dropdown arrow (▼) on any filter box at the top of the page. A list of available values will appear. Select one or more values to filter the data. Select "All" to clear the filter.

Searching Text Fields

For the Requester and Request Description filters, type your search term in the text box and press Enter. Click the eraser icon (✖) to clear your search.

Clicking a Table Row

Click on any row in the Requests table to populate the "Selected Request Details" panel below with full details for that specific request.

Cross-Filtering Charts

On the Charts page, click on a colored rectangle in the treemap to filter the entire page to show only requests of that category. Click the same rectangle again to remove the filter.

Reading the Sankey Diagram (Work Flow page)

The colored ribbons flow from left to right, showing how requests move through the system. Follow a ribbon from your request category (left) through to the assigned shop (right) to understand how your request was routed.

Exporting Data

Click the "Export" button in the top toolbar to save the current view as a PDF or PowerPoint file. You can also export the underlying data to Excel.

Resetting All Filters

If you have applied multiple filters and want to start fresh, reload the page in your browser (press F5 or Ctrl+R/Cmd+R on Mac).

The Report page is the primary view of the dashboard. It is divided into three main sections: The Filter Bar at the top, the Requests Table in the middle, and the Selected Request Details panel at the bottom.

Report page — main view showing filters, request table, and detail panel

Summary Cards

At the top of the Requests section, three summary cards show high-level counts that update dynamically as you apply filters:

Requests Table — Column Guide

The main table lists all requests matching your filters. Click any row to see full details below. Here is what each column means:

Selected Request Details Panel

When you click a row in the Requests table, the bottom section populates with comprehensive details about that specific request. This panel contains several sub-sections:

Request Header Cards

Across the top of the detail panel, you will see cards showing: AggieWorks #, Workorder #, Building, Floor, Room, Date Created, AggieWorks Tile Used (the category you selected), and Problem Code.

Status & Progress

A colored Request Status badge shows the current status. Next to it, a Workorder Progress gauge displays the completion percentage (0–100%). The Estimated Begin Date and Estimated Finish Date cards show when work is scheduled.

Issue Description

The full text of the issue you described when submitting your AggieWorks request.

Phase Status Table

Shows each phase of the work order with its Phase number, Priority, current Status, the date of the last status change, and which shop is responsible. If your request required multiple trades (e.g., plumbing and electrical), you will see multiple rows here.

Assigned Technicians

Lists the name(s) of technician(s) assigned to work on your request, along with which phase they are assigned to.

Selected Request Costs

Shows the Budget Amount, Workorder Code (billing classification such as NON-BILLABLE or BILLABLE), and a Cost Summary table. The Cost Summary breaks down charges by Phase with columns for:

Labor (L): Wages for technician time, recorded via time card approvals.

Materials (M): Parts and supplies used for the repair.

Equipment Rental (E): Cost of equipment or tools rented for the job.

External (C): Contractor or external service charges.

Costs appear as technicians log time and materials. If the cost ($) column in the table is blank, it means no costs have been recorded yet — either work has not started, or the technician has not yet submitted their time card.

Request Notes

A table showing all notes added to the work order, including the Workorder #, Phase #, note text, date, and author. This is where technicians record updates about the work.

Facility Coordinator Contact

At the bottom of the detail panel, you will find your Primary Facility Coordinator's Name, Contact Number, and Email. This is your point of contact for questions about your request. There is also a link to the Facilities Coordinators directory at: https://facilities.tamu.edu/facilities-coordinators.html.

Labor Summary

The Labor Summary table in the bottom-right corner shows a per-phase breakdown of labor charges. Each row represents a phase of the work order, and the columns include:

Phase: The phase number (e.g., 001, 002).

Work Code: The labor classification of the technician who performed the work (e.g., DIRECT for direct labor, LANDSCAPE SUPER for landscape supervision, etc.). This indicates the type of trade or skill applied to the job.

The Labor Summary only populates when a technician has logged time against the work order via a time card approval. If this section is empty, it means no labor has been recorded yet.

The Charts page adds a visual overview showing the volume of requests by category. It includes the same filter bar, request table, and detail panel as the Report page, with an additional treemap chart at the top.

Charts page — treemap showing request volume by AggieWorks Tile category

Treemap: Count of Workorder and Phases by Tile

The large colored chart at the top is called a treemap. Each colored rectangle represents a category of request (called an "AggieWorks Tile" — the category you selected when submitting your request). The size of each rectangle is proportional to the number of requests in that category.

The current categories and their request counts include:

TIP: Click on any colored rectangle in the treemap to filter the table below to show only requests in that category. Click it again to clear the filter. This is a quick way to focus on a specific type of request.

The Workflow page features a Sankey diagram that visualizes how requests flow through the system from the moment you submit them to completion. This is the most complex visual in the report, but it provides powerful insight into how your request was categorized, prioritized, and routed.

Work Flow page — Sankey diagram showing the full request routing path

Reading the Sankey Diagram

The diagram reads from left to right. Each column represents a stage in the request lifecycle, and the colored ribbons show how requests flow between stages. Thicker ribbons mean more requests follow that path.

TIP: Hover your mouse over any ribbon in the Sankey diagram to see the exact count of requests following that specific path. This helps you understand routing patterns for specific types of requests.

All three pages share the same filter bar at the top. Filters let you narrow down the data to find exactly what you are looking for. Here is a guide to each filter:

Common Filter Scenarios

"I want to check on my specific request"

Enter your AggieWorks # in the first dropdown, or type your name in the Requester search box.

"I want to see all open requests for my building"

Select your building from the Building, Floor, and Location # dropdown, then set Overall Request Status to "In Progress."

"I want to see requests older than this week"

Change the Date Created filter from "Last 1 Weeks" to a larger range (e.g., "Last 4 Weeks" or "Last 3 Months").

"I want to see only plumbing issues"

Select "Plumbing or Leak" from the AggieWorks Tiles dropdown, or choose a specific problem code from the Problem Code dropdown.

"I want to see high-priority requests"

Set the Assigned Priority dropdown to 1 or 2 to see only Emergency and Urgent requests.

"I want to see completed requests"

Set Overall Request Status to "Complete" or set Last Phase Status to "SSC COMPLETE."

Request Lifecycle

When you submit a request through AggieWorks, it goes through a defined lifecycle. Here is how your request moves through the system:

Phase Statuses Explained

Priority Levels Explained

Q: Where do I find my AggieWorks request number?

A: When you submit a request through AggieWorks, you receive a confirmation with your request number (e.g., 499362). You can also search by your name in the Requester filter or by keywords in the Request Description filter.

Q: Why does my request have multiple rows in the table?

A: Each row represents a different phase of the work order. If your request requires work from multiple shops (e.g., a plumbing issue that also needs electrical work), each shop gets its own phase. The Phase # column shows 001, 002, etc.

Q: What is the difference between "Workorder Status" and "Phase Status?"

A: A work order is the overall job. Phases are the individual pieces of work within that job. The work order status reflects the overall state, while phase statuses may differ (e.g., one phase may be complete while another is still in progress).

Q: Why does my request show "Not Started" even though I submitted it days ago?

A: "Not Started" means the work order has been created but no phase has been moved to "In Progress" yet. The shop may be scheduling the work, waiting for parts, or handling higher-priority items first. Check the Assigned Priority column to see your request's priority.

Q: What does "NON-BILLABLE" mean in the Workorder Code column?

A: "NON-BILLABLE" means the work is being performed as part of normal facilities maintenance and will not be charged to your department. If you see a specific charge code, it means the work will be billed to the associated account.

Q: How do I see requests older than one week?

A: By default, the Date Created filter shows "Last 1 Weeks." Click the Date Created filter and change the number to a larger value (e.g., 4 for the last month) or change "Weeks" to "Months" to see a broader date range.

Q: Can I export the report or share it with someone?

A: Yes. Click the "Export" button in the toolbar to save the current view as a PDF or PowerPoint file. You can also click "Share" to send a link to a colleague (they will need a Texas A&M NetID to access it).

Q: Why is the Cost column blank for my request?

A: Costs are recorded as work is performed. If the cost column is blank, it typically means either work has not started yet, or the costs have not been entered by the technician.

Q: What is an "AggieWorks Tile?"

A: When you submit a request through the AggieWorks portal, the first step is selecting a category tile (e.g., "Plumbing or Leak," "Lights & Electrical," "General Maintenance"). This tile determines the initial routing and problem code for your request.

Q: The report is loading slowly or not displaying correctly. What should I do?

A: Try the following: (1) Use Chrome or Microsoft Edge for best compatibility, (2) Clear your browser cache and reload, (3) Disable any adblockers or VPN that might interfere with Power BI, (4) If the issue persists, contact the help desk.

If you have questions about a specific request, your first point of contact is your building's Facilities Coordinator. Their name and contact information appear at the bottom of the Selected Request Details panel when you click on a request.

Finding Your Facility Coordinator

You can find your Facilities Coordinator by:

• Clicking on your request in the report and scrolling to the bottom of the detail panel
• Visiting https://facilities.tamu.edu/facilities-coordinators.html

For Report Issues

If the report itself is not loading, displaying incorrect data, or you have suggestions for improvements, please contact Micky Wong at mwong@tamu.edu.

For AggieWorks Portal Issues

If you are having trouble submitting a new request through the AggieWorks portal, contact the IT Help Desk or your Facility Coordinator for assistance.

User Guide

Download the AggieWorks Requests Tracking Report user guide for step-by-step instructions on how to access the report.