Manage Work orders

Created by Binita Goswami, Modified on Sat, 31 Aug at 3:31 PM by Binita Goswami

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 in the menu under Maintenance option

  • A page will open various tabsgraphical dashboard along with calendar

  • Click on the Create Work, 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


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