Work Order - a record of work to an asset or location. All data can be traced to a work order, creating a history for analyzing and improving operations. Work Orders are the core of the program. The more information you include on a work order the better.
Click Maint has two types of work orders:
Reactive - for unplanned, ad-hoc, unscheduled maintenance activity
Preventive - for regularly, reoccurring maintenance activity
The Work Orders Module is where you view, add, and edit all work orders. Like all other modules, which of these actions you can take depends on your User Role and permissions.
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Create a Work Order
Click the +Work Order button to open the New Work Order form. Admin users can configure the fields on the form and can make them mandatory. The more information you provide on work orders, the better. This helps build a better work order history and reports. Include images, specs, manuals, etc. to benefit your team.
View - Work Orders Module
There are a few features to help you navigate the work orders in the module.
Bonus! If you can navigate this module and its features, you can move around all modules. They are designed the same.
Quick Filters - click on any quick filter to group together work orders
Keyword search - enter a key word to locate that term in a work order
KPIs - display a summary of Key Performance Indicators
Interactive KPIs - click on the summaries or graphs to filter the list view
View Settings - change the order of columns around as needed
Export icon - extract data to a spreadsheet
List View
When you first open the module, you see the List view. By default, you see active work orders - anything that needs to be completed. Click on the name of a work order to open it. Each work order must always have a status of the work order.
Open |  | Default status for new work orders |
On Hold |  | A pause to completing the work order |
In Progress |  | Currently being worked on |
In Review |  | Considered done by a technician but needs to be checked by an admin |
Waiting for Parts |  | A delay due to parts |
Waiting for Cost |  | A delay due to cost information |
Waiting for Invoice |  | A delay due to invoice information |
Completed |  | Done, WO is closed out |
Rejected | 
| A work order that won't be completed or deleted but has a non-active record (Admin and Limited Admin only) |
Calendar View
The Calendar is a nice option and visual to help organize your maintenance operations. Click on the Calendar tab to see a monthly calendar that displays work orders on the day they're due. Click on the name of the work order to open it.
If a work order has no due date, it doesn't display. Use the same Search and Filter features as the List view to change the default display. Work Orders are displayed on a day in order of priority.
Critical |  |
High |  |
Medium |  |
Low |  |
None |  |
Red Work orders are overdue.
Grayed-out work orders display on the day they'll generate.
Greyed-out, crossed out work orders are the day a work order was closed
Click a +# on a date to open a list of all work orders associated to a date.
Click and drag a work order to another date to change the due date.
Remember that the view in this module and the actions you can take depend on the user role or permission you have when you log in.