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Mobile Create a Work Order
Mobile Create a Work Order

Create a Reactive or Preventive Work Order from your mobile phone, while on the go.

Updated over 9 months ago
  1. From the Work Order module, click on the + button to open the New Work Order form.

  2. Enter the *required fields, then any other optional information to the form.

    • Attach file - use your camera or mobile images/files to attach to this work order

    • *Title - what the job is about

    • *Description - details about the job/message to the maintenece tech or team

    • Priority - level of severity or importance

    • Category - group or department

    • Assign to - technician to complete the work order

    • Work Type - 1 of 2 types. The fields on the form change based on Work Type

      • Reactive - one-time, adhoc work order, in which you manually select the due date.

      • Preventive - re-occurring, regularly scheduled WOs, which you select the automated frequency

    • Due Date (Reactive) - when WO should be completed by

    • Schedule Type (Preventive) - select frequency from the dropdown

    • Frequency - how often a Preventive work order should generate

      • One-time - single work order

      • Persistent - work order generates exactly as scheduled

      • Floating - work order generates based on a certain amount of time after the completion of the last work order

    • Repeats every - select time frame from dropdown

    • Starting from - date and time the first Preventive work order automatically generates

    • Time to Complete - time frame the work order should be completed by

    • Location - where the work needs to be done

    • Asset - equipment to work on

    • Vendor - outside contractor

    • Checklist - a list of multiple tasks to note and complete

    • Status - current situation of the work order

  3. Click Save when done.

    Reactive WOs are listed in the Work Order module. Preventive WOs appear come the scheduled date.

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