Note: Only What Needs to Be Done section is required to create Work Order.

Mobile:

  1. Go to Work Orders tab

  2. Click blue +

  3. Click Create Work Order

  4. Scroll down and enter Vendor

  5. Complete optional fields:

    • Work Order Name

    • Any Pictures/Images

    • Work Order description

    • Procedure

    • Team or User

    • Due Date and Schedule

    • Priority ( None, Low, Medium, High)

    • Location

    • Asset

    • Parts needed

    • Category

    • Additional files

  6. Click Create in top right corner

Web:

  1. Go to Work Orders tab

  2. Click + New Work Order in top right corner

  3. Scroll down and enter Vendor

  4. Complete optional fields:

    • Work Order Name

    • Any Pictures/Images

    • Work Order description

    • Procedure

    • Team or User

    • Due Date and Schedule

    • Priority ( None, Low, Medium, High)

    • Location

    • Asset

    • Parts needed

    • Category

    • Additional files

  5. When finished entering details, click Create at bottom of Work Order

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