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Create a work order

How to create a work order for both planned and unplanned work

  • On the work management menu click on “Work Order” then “New” on the list of work orders.
  • On the Details tab of the New work order page, complete the field as required
  • If required, click to expand the asset card and add the applicable asset.
  • click on the Resources to add a vendor or technician(personal), Add Resources and when done click on Add to save the changes.
  • On the Item card, click on the add item (+) button to enter the required items
  • Click on Files Tab, and then click on Add File.
  • Click on Upload file, then browse to the location of the file. Enter the file description and click Add
  • Click the Done button to submit the work order.

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