Create a Work Order

availability

Platform:	WebMobile
Plan Type:	BasicEssentialPremiumEnterprise
User Type:	RequesterFull UserAdministrator

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This article explains how to create a work order, set a repeating schedule, and duplicate an existing work order.

Create a New Work Order

Web

1. From the sidebar, select Work Orders.
2. Select + New Work Order.
3. Enter a title for the work order in the What needs to be done? field.
4. In the work order details, fill in the other fields that you need, as described in Work Order Form Fields.
5. Select Create to save the new work order and add it to the queue.

Other ways to create a work order

You can create work orders on the fly for entities like assets, parts, etc. In the entity details, do any of the following:

• Select Use in New Work Order.
• Select (more options) menu in the entity details then Use in New Work Order

You can also use the MaintainX CoPilot® AI assistant to generate a work order. See Create a Work Order from a MaintainX CoPilot Answer.

Mobile

1. Do one of the following:

   • From the Overview screen, select + Create then Work Order , or
   • From the bottom navigation bar, select Work Orders.
     • Select + New Work Order.

2. Enter a title for the work order in the What needs to be done? field.

3. In the work order details, fill in the other fields that you need, as described in Work Order Form Fields.

4. Select Create to save the new work order and add it to the queue.

Other ways to create a work order

You can create work orders on the fly for entities like assets, parts, etc. In the entity details, do any of the following:

• Select Use in New Work Order.
• Select (more options) menu in the entity details then Use in New Work Order.

Create a Work Order from a MaintainX CoPilot Answer

availability

This feature is only available on the MaintainX® web application.

You can use the MaintainX CoPilot AI assistant to create a work order. You first need to make sure your asset manuals are processed by MaintainX CoPilot, then ask the AI assistant questions to generate a work order. For details, see MaintainX CoPilot.

After asking MaintainX CoPilot about an asset, you can use the answer to create a work order. In the work order details, MaintainX CoPilot automatically adds:

• The asset in the Asset field.
• The answer in the Description field.

To create a work order from a MaintainX CoPilot answer:

1. Search your asset manuals with MaintainX CoPilot. For details, see Search Asset Manuals with MaintainX CoPilot.
2. After MaintainX CoPilot gives you an answer, select Create Work Order.
3. If you're satisfied with the answer, proceed to the next step. If you're not satisfied with the answer, select CoPilot to edit the prompt and generate a new answer.
4. Enter a title for the work order in the What needs to be done? field.
5. In the work order details, fill in the other fields that you need, as described in Work Order Form Fields.
6. Select Create to save the new work order and add it to the queue.

Duplicate a Work Order

Web

1. From the sidebar, select Work Orders.
2. Locate the work order you want to duplicate, and select it to view its details.
3. In the work order details, select (more options).
4. Select Copy to New Work Order.
5. Update the work order information as needed.
6. Select Create to save the work order and add it to the queue.

Mobile

1. From the bottom navigation bar, select Work Orders.
2. Locate the work order you want to duplicate, and select it to view its details.
3. In the work order details, select (more options).
4. Select Copy to New Work Order.
5. Update the work order information as needed.
6. Select Create to save the work order and add it to the queue.