Create a Procedure in a Work Order
| Platform: | WebMobile |
|---|---|
| Plan Type: | BasicEssentialPremiumEnterprise |
| User Type: | RequesterFull UserAdministrator |
This article explains how to create a new procedure in a work order.
Create a New Procedure in a Work Order​
You can create a procedure or add a procedure in a work order.
To create a new procedure in a work order:
- Web
- Mobile
-
From the sidebar, select Work Orders.
-
Select + New Work Order.
-
Enter a title for the work order in the What needs to be done? field.
-
In the work order details, select + Add Procedure.
-
In the Add Procedure dialog, select + Create a New Procedure to create a procedure from scratch.
-
Once done, select Add Procedure.
-
(Optional) Select + Add Another Procedure to add another procedure to the work order.
noteWhen you add several procedures to a work order, they appear in a table of contents.
-
Fill in the other fields that you need, as described in Work Order Fields.
-
Select Create to save the new work order and add it to the queue.
- From the MaintainX mobile application, you can create a work order the following ways:
- From the Overview screen, select + Create then Work Order.
- From the bottom navigation bar, select Work Orders > + New Work Order > Create Work Order.
- Enter a title for the work order in the What needs to be done? field.
- In the Procedure section, select Add Procedure.
- In the Create New Procedure dialog, you can create a procedure in the following ways:
- Select Done to finalize the procedure creation.
- (Optional) Select Add Procedure to add another procedure to the work order. For details, see Add an Existing Procedure to a New Work Order.
- Fill in the other fields that you need, as described in Work Order Fields.
- Select Create to save the new work order and add it to the queue.