Work Order Form Fields

availability

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

This section explains how to fill out a new work order. You can fill in all the fields you need when you first create the work order or create the work order with a minimal amount of information and edit it later. The only mandatory field is the title (What needs to be done?).

Field	Description
What needs to be done	Enter a title for the work order. You can't create a new work order without a title. The title can be up to 255 characters long.
Add or drag pictures	Attach images to the work order. Thumbnails of any images you attach appear here. For details, see Attach Pictures or Files to a Work Order.
Description	Add a detailed description of the work to be done. The description can be up to 4096 characters long.
Sub-Work Orders	Add or manage sub-work orders to the work order. When you add sub-work orders to a new work order, it becomes a parent work order, and only displays a subset of work order fields. After you add sub-work orders, you can manage (add others, delete, add procedures, etc.) them from the Sub-Work Orders table. For more information, see Create and Manage Sub-Work Orders.
Location	Specify the location where the work will take place. You can choose from any of your organization's locations. A work order can only have one assigned location. The location you choose should be the location associated with the asset specified in the Asset field. If the asset is associated with a different location, MaintainX® sets the Location field to that location automatically.
Asset	Specify the asset to perform maintenance on. You can choose from any of your organization's assets. If you add sub-work orders, this field disappears, and you must specify assets in sub-work orders instead. For details, see Create and Manage Sub-Work Orders.
Asset Status	After you add an asset in the Asset field, you can update its status right away. For example, when you create a work order for unplanned maintenance, you can set the asset's status to Offline right away. If you add sub-work orders, you can only change asset statuses after you create the sub-work orders. For details, see Create and Manage Sub-Work Orders.
Procedure	Add procedures to the work order. You can also preview and edit them. For more information, see Create or Add a Procedure in a Work Order. If you added sub-work orders, you can add procedures to them from the Sub-Work Orders table. MaintainX attaches the procedures to the sub-work orders for the assets. You can't add procedures to the parent work order. For details, see Create and Manage Sub-Work Orders.
Assign to	Assign the work order to one or more users or teams. For more information about users and teams, see About Users and Teams.
Estimated Time	Add the approximate work time in hours and minutes to complete the work order.
Due Date	Set the date work is due to be completed. After you set a Due Date, you can also set a Due Time. If you don't set a Due Time, it defaults to 12:00 PM on the Due Date. For more information, see Set Work Order Start Dates and Due Dates.
Start Date	Set the date the work is scheduled to start. After you set a Start Date, you can also set a Start Time. If don't set a Start Time, the Start Time defaults to 12:00 AM on the Start Date. For more information, see Set Work Order Start Dates and Due Dates.
Recurrence	Choose the frequency (e.g., weekly, monthly, etc.) at which you want the work order to recur, or select Does not recur to make the work order a one-off (non-recurring). If the work order is recurring other options appear to set up the repeating schedule. For more information, see Set Work Order Recurrence.
Work Type	Specify what kind of maintenance the work order for is: Preventive Reactive Other Usually, Preventive work orders are recurring, and Reactive work orders are non-recurring. Work orders generated from maintenance plans are non-recurring, but have their Work Type set to Preventive to indicate that they're part of a preventive maintenance plan.
Priority	Set the priority for the work order.
Files	Attach files to the work order. For details, and a list of supported file formats, see Attach Pictures or Files to a Work Order.
Parts	Add the parts required to complete the work order. You can choose any part configured for your organization. When you add a part, you must also specify the Amount Used. If your organization is configured to allow unit cost overrides, you can optionally add a Unit Cost for each part. Unit costs that you add to a work order only apply to the work order. They don't affect global unit costs. This helps keep cost reporting accurate when the cost of a part used in the work order is different from the global unit cost defined in the Parts module. For details, see Allow Unit Cost Overrides. If your plan includes multi-location parts (see Manage Parts in Multiple Locations), you have to select the Location that each part comes from.
Categories	Assign one or more categories to the work order. These can be built-in categories such as Safety or Standard Operating Procedure, or custom categories configured for your organization. For more information about categories, see About Categories.
Vendors	Add one or more vendors to the work order. You can choose from any of your organization's vendors. For more information about managing vendors, see About Vendors.