Create and Manage Work Orders

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