The work order serves as the core of the maintenance process. For any breakdown or preventive maintenance, a work order must be created to assign a technician to complete the maintenance process.
Here is a reference video:
Step by step instructions to create a work order
Navigate to the Work Orders option under Asset menu
A page will open various Tabs and a graphical dashboard
Click on the Create Work Order, it will open up a work create form
At the header there are additional button for quick tasks
Configure fields: This will redirect you to the system settings where you can specify which fields are optional, required, and hidden
Work order list: To view the work orders
Map View: Different work order locations on map
Calendar: Quick view of work order on calendar
This work order create page consists of multiple sections. The first section is general
Status, Priority and Timezone value comes from system default setting
Select the start and End date as per estimated completion or due date
Type Facility/ location name to select it from the options
Select maintenance type from the drop down or create from tiny plus (+) sign
Check the emergency checkbox to indicate the highest level of priority
Add Title & description.
Add internal note which will reflect technician app separately
Select the Project dropdown from Project section to tag the work order into that project
If the work request comes from customer or employee then it needs to be filled up other select without requester from dropdown
From Assignee select Internal radio button if internal technician works on the workorder
Open Technician multi selection drop down to select single or multiple assignee
Verify the assignee allocation by clicking the button on the right side. This action will prompt a popup displaying the work allocation
For subcontractors based work order select subcontractor radio button. Select the subcontractor company name from drop down and technicians
Form the asset section click on Select Assets then click on Add New Asset button
In the popup, choose the assets by clicking on the checkboxes on the left side. Only assets belonging to the previously selected facility will be displayed
From Labor task section the checklist tasks can be included for technician. Click on the left button Labor Task from checklist to select the existing checklist
From the popup (1) select the dropdown for checklists from library
Select the (2) radio button for individual asset selection to add the task for selected asset
Choose the hourly radio button from the financial section. This will compute the total estimated hours for all tasks from checklist
Note: Selecting this radio button is mandatory for hour basis calculations
File section provides document sharing with technicians. For upload click on choose file
To set user notifications for different events, click on the checkboxes in the corresponding user - event matrix.
Click on save button to create the work order and notify the assignee