View and Manage Work Orders
The View and Manage Work Orders feature in DreamzCMMS allows users to monitor, update, and complete maintenance tasks efficiently. Whether using the web platform or mobile app, this feature ensures technicians and managers have full visibility into work progress, priorities, and task details.
Overview
Work Orders are central to maintenance operations. They contain all relevant details such as:
Work order number
Status (Open, In Progress, Completed, etc.)
Priority level
Assigned technician
Due dates
Asset information
Parts and labor records
Attachments and notes
The system allows users to filter, update, and close work orders directly, ensuring real-time tracking and accountability.
Here is a reference video:
Before You Begin
Ensure you have access to the Work Orders module.
Confirm your role allows you to view, edit, or update work orders.
Know the filters or criteria you want to apply (e.g., status, due date, technician).
Have relevant details ready if you plan to update or close a work order.
How to View and Manage Work Orders
Step 1 — Open the Work Orders Section
Navigate to Work Orders from the dashboard or main menu.
You will see either:
A dashboard view (grouped by status)
Or a complete work order list page
Step 2 — Filter Work Orders
Use filters to narrow down your view by:
Status (Open, In Progress, Closed, Emergency)
Facility or location
Assigned technician
Due date
Maintenance type
Filtering helps you focus only on relevant work orders.
Step 3 — View Work Order Details
Click on any work order to open its detailed view.
Inside the work order, you can review:
General information (title, description, priority)
Assigned technician
Due date
Asset details
Maintenance type
Attachments
Internal notes
This provides full context before taking action.
Step 4 — Update Work Order Status
To manage progress:
Change the status (e.g., Open → In Progress → Completed)
Add comments or internal notes
Attach photos or documents
Record labor hours or meter readings
Add or remove parts used
Updates are saved instantly and visible to relevant team members.
Step 5 — Close or Complete Work Order
Once the task is finished:
Verify all required checklist items are completed.
Confirm parts and labor entries are accurate.
Update the status to Completed or Closed.
Save changes.
The system records completion details and updates reports accordingly.
After Managing Work Orders
The work order history is stored for future reference.
Reports and dashboards reflect updated status and performance.
Asset maintenance history is automatically updated.
Supervisors can review performance and task completion timelines.
Tips for Effective Work Order Management
Update work orders in real time to maintain accurate tracking.
Use filters daily to monitor overdue or emergency tasks.
Add clear notes and attachments to avoid miscommunication.
Ensure all required fields are completed before closing a work order.
Frequently Asked Questions (FAQs)
1. Who can update a work order?
Users with appropriate permissions (e.g., assigned technicians, supervisors, managers) can update work orders based on their access level.
2. Can I edit a work order after it is completed?
This depends on system permissions. In many cases, completed work orders can be reopened or edited by administrators.
3. How do I find overdue work orders?
Use the filter option and select “Overdue” or filter by due date to quickly locate tasks that are past their deadline.
4. Does updating a work order affect reports?
Yes. Status changes, labor entries, and parts usage automatically update dashboards, asset history, and maintenance reports.
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- Create and Manage Work Orders