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:
|
|
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:
|
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. |