Creating a work order in Maintenance
Note: If inventory management is integrated with maintenance at your property, the steps for creating a work order will be the same in both Inventory Management and Maintenance.
You create a work order to initiate, assign, and track maintenance tasks for assets in Maintenance.
-
From the main menu on the left side of the screen, select the Maintenance (
) option. The Work Order Console appears.
-
Do one of the following:
-
From the menu on the left side of the screen, select Work Orders > New Work Order.
The New Work Order screen appears.
or -
In the lower-right corner of the screen, select New Work Order (
).
The New Work Order screen appears.
-
-
If necessary, select a property (
) from the property drop-down list. -
From the Location (
) drop-down list, select the location of the work order. -
From the Asset Category (
) drop-down list, select the category to which the asset belongs. -
From the Asset (
) drop-down list, select the name for the asset or enter it in the field. -
From the Work Order Description (
) drop-down list, select the description for the work order. These descriptions are imported from Service to be used in Maintenance. Other descriptions are unique to Maintenance. You can select either a Service or Maintenance description for your work order. -
From the Priority (
) drop-down list, select the priority level for the work order. -
Complete the other optional field as necessary.
For more information, see New Work Order screen.
-
Select Submit.
The screen closes, and the work order is created. -
Select Go to Console.
The Work Order Console appears, displaying your most recent work order at the top.
For more information, see Work Order Console.