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By default only a few fields are compulsory. If your team needs every work order to have, say, an asset and a photo, make those fields required.

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Make a field required

1

Open settings

Click your organisation name at the top of the left sidebar, choose Settings, and scroll to Required Fields Settings.
2

Open the module

Expand Work Order, Meter, Request or Purchase Request.
3

Turn on the fields

Switch on each field people must fill in.

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Work order fields you can require

Description, Category, Location, Asset, Priority, Users, Monitor Users, Teams, Zone, Sub Zone, Photos, Voice Notes, Workflow and Checklist.

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Good fields to require

  • Asset: so every job lands in the asset’s history.
  • Location and Zone: so technicians know exactly where to go.
  • Photos: when you need proof of the problem or the fix.
Every required field slows down creating a work order. Require only what you will actually use, or people will start skipping work orders altogether.

Custom fields

Create a work order