Work Order - a record of work to an asset, location, or piece of equipment. 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.
View - Work Orders Module - List View
When you first open the module, you see the List view. By default, you see work orders that are still open and need to be completed. You also see multiple features to help you change the list view.
Search bar across the top to enter key words to pull results from the list.
Filters help you display specifics in your list view. A number next to a filter means that category is in current use. For example, Status has all open work orders selected by default. Click on Status, then include Completed in the list view to see a work order history.
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 |
Settings icon opens a window where you can customize the columns you want in your list view and in which order. This applies to your view only and no other user.
Click on the name of a work order to open it.
View - Work Order Module - 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. Work Orders are displayed on a day in order of priority. If a work order has no due date, it doesn't display.
Critical |  |
High |  |
Medium |  |
Low |  |
None |  |
Use the same Search and Filter features as the List view to change the default display. For example, click on Status and select Completed to view a work order history. Completed display crossed out on the day they were closed.
Use the back and forward arrow buttons to view previous or future information when using either the Week or Month display.
Red Work orders are overdue.
Grayed-out work orders are PMs that'll generate on displayed date.
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.
Click on the name of any work order to open it.
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. Including images, specs, manuals, etc. is beneficial for your team and for building a work order history.
Once a work order is created, it's added to the List view. Only if the work order has a due date will it display in the Calendar view.