There are two types of work orders - Reactive and Preventive.
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Guide
From the Work Orders module, click the +Work Order button in the top right corner to open the New Work Order form.
Add information to *required field marked with an asterisk, then any other optional field.
Admin Users can configure the work order form and decide which fields are visible and *required on the work order form. |
Upload images - add files/docs/images about the work order
*Title - what the job is about
Description - details about the job or message to maintenance
Priority - level of severity or importance
Category - group or department
Assign to - technician to do the job
Work Type - Reactive is select by default
Due Date - job to be completed by (Reactive work orders only)
Or you can select Preventive Work Type, which follows with the following fields:
Schedule (select one)
One-Time - one Preventive work order future date
Persistent - repeats regularly based on a calendar date (daily, weekly, monthly, annually, seasonally)
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
Asset - equipment to work on
Location - where the work needs to be done
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.
All open work orders are found in the Work Order module.
Reactive work orders appear instantly.
Preventive work orders appear in the Work Order module come the schedule date, but the Preventive work order details are stored in the PMs module.