There are two types of work orders - Reactive and Preventive.
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Take a look at our Preventive video below or keep scrolling to read the guide.
Video
Guide
From the Work Orders module, click the +Work Order button in the top right corner to open the New Work Order form.
Add the *required fields of information, then any other option field.
Admin Users can customize which fields are included on the work order form and which are *required from the Admin Settings module. |
Upload images - add files/docs/images about the work order
*Title - what the job is about
*Description - details about the job
Priority - level of severity or importance
Category - group or department
Assign to - technician to do the job
Work Type - select Preventive
Preventive - reoccurring, regularly scheduled work order, which is auto-generated.
Schedule
One-Time - one Preventive work order
Persistent - repeats regularly based on a calendar date
Floating - repeats on a time frame after the previously completed
Starting From - date in future the first ticket generates
Time to Complete - time frame the work order should be finished by
Location - where the work needs to be done
Asset - equipment to work on
Vendor - outside contractor
Checklist - multiple tasks to note and complete
Status - current situation of work order
Time - amount of time by technician
Parts - quantity and replacement needed
Other costs - invoice associated
3. Click the Save button in the top right corner of the form.
