New Work Order screen

The New Work Order screen is accessible from the Work Order Console of Maintenance.

Fields on the New Work Order screen

Field Description Notes

Property selector

Property to which the work order is associated.

This field is available only if you have access to multiple properties.

Location

Location where the work needs to be completed.

Required.

Asset Category

Category to which the asset is associated.

Required.

Asset

Name of the asset.

All registered assets appear in the drop-down list.

Required.

Work Order Description

Description of the work that needs to be done.

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.

Required.

Priority

Level of urgency associated with the work order. Options include:

  • Normal

  • Urgent

  • Xtra Urgent

 

Technician

Technician to be assigned to the work order.

By default, the drop-down list includes technicians from the whitelisted department.

Advanced Search

Opens the Select Staff dialog box where you select other staff to assign to the work order.

 

Checklist

Checklist associate with the work order.

By default, the drop-down list includes checklists that are added in the software.

 

WO Type

Type of work that needs to be done. Options include:

  • Corrective

  • Preventive

  • Service

Required.

Configuration for WO Type is done at the property level.

Due Date

Date when the work must be completed.

Change this date if the work order does not need to be completed on the same calendar date as it is created. Select the calendar icon to change the date.

 

Reported by

Employee who reported the work order.

 

Remarks

Enter custom notes about the work order.

 

Add Attachments

Opens a file manager window from which you can upload Word, Excel, or PDF documents.

 

Closing Image Mandatory

Select the checkbox to require that images be attached to the work order when closing.

 

Clear

Clears all fields.

 

Submit

Closes the screen and submits the work order.