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.
You can find all active Preventive work orders in the Work Orders module. To see all Preventive work order details and edit the template information or reoccurring schedule dates if needed, go to the PMs module.