1
Open work orders
In the left sidebar, go to Work Orders > Work Orders.
2
Start a new work order
Click + Create workorder in the top right. The Create Work Order form opens.
3
Describe the job
- Title (required): a short name for the job, such as “Pump leak at STP”.
- Description: what is wrong and anything the technician should know.
- Photo, Files and Voice: attach pictures, documents or a voice note. You can upload several files at once.
4
Say where the work is
Choose the Asset the job is for, and its Location.
5
Add a checklist or workflow
Pick a Checklist if the technician should follow set steps, and a Workflow if this job goes through an approval or process flow.
6
Assign the work
- Users: the people who will do the job.
- Teams: assign a whole team instead of, or as well as, individuals.
- Monitor Users: people who should follow the job without doing it, such as a supervisor.
7
Set the dates
- Start Date and Time (required): when work should begin. Use the shortcuts Now, In 2 hours or In 6 hours, or pick a date and time.
- Due Date and Time (required): when it must be done. Use After 4 hours, After 8 hours or Tomorrow, or pick a date and time.
8
Set priority and category
- Priority: None, Low, Medium or High.
- Category: pick an existing category, or click + New Category to add one.
9
Make it repeat (optional)
Turn on Repeat Work Order if this job should happen on a schedule. See Recurring and upcoming work orders.
10
Fill in custom fields
If your organisation has set up Custom Fields for work orders, fill them in at the bottom of the form.
11
Create
Click Create. The work order appears in the list with the status Todo.
Your work order is created in the branch selected at the top of the sidebar. Check you are in the right branch before you start.