Work Order Settings
Platform: | WebMobile |
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Plan Type: | BasicEssentialPremiumEnterprise |
User Type: | RequesterFull UserAdministrator |
This article explains how to configure work order settings and how to customize work order fields for a MaintainX organization.
Set Work Order Preferences​
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From the sidebar, select Settings > Features.
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Navigate to the Work Orders section and select Set Preferences.
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From the Work Order preferences tab, select from the following options to customize your work order settings:
External Work Orders​
Available for Premium and Enterprise plans. For more information, contact your MaintainX Account Manager.
Share Work Orders Externally​
Toggle Share Work Order Externally on to enable sharing a work order with people outside of your MaintainX organization by email or through an external link. For more information about external work orders, see External Work Orders.
Customize Shared Work Order Access and Permissions​
Manage how your external contacts interact with the work orders you shared with them. For details see Customize Shared Work Order Access and Permissions.
Filter by Fail or Flag​
Toggle Filter by Fail or Flag on to enable filtering work orders based on Failures and Flags in work orders views such as Table view or Calendar view. When toggled on, the filter Procedure Flags is available in the work order views.
Manage Work Orders Overdue Escalation Teams​
Availability for Enterprise plans. For more information, contact your MaintainX Account Manager.
Administrators can select teams in the organization to get notified automatically when work orders are overdue. You can assign more than one team.
Use Smart Estimates​
Available for Enterprise plans. For more information, contact your MaintainX Account Manager.
Smart Time Estimates is an AI-powered feature that uses data from past work orders to automatically estimate how long it should take to complete a new work order. For more information, see Configure Smart Time Estimates.
Next Work Order ID​
Administrators can modify the starting ID of work orders in the organization. Enter the value that you would like the work order ID to start from in the Work Order Starting ID dialog. This is an organization-wide change.
For example, for reporting reasons, you need the work orders in your organization to start at #2000. The next work order you make after the change starts at #2000.
When modifying the value of the starting IDs of work orders for your organization, the change can't be undone. Let's say you choose to start at #2000 and create a few new work orders with the ID #2001 and #2002. You can't go back to #1003. The number must be higher than the highest existing work order number.
Time and Cost Tracking​
Available for Premium and Enterprise plans. For more information, contact your MaintainX Account Manager.
Cost Tracking Module​
Toggle Cost Tracking Module on to make it mandatory for users to enter cost data and track the costs in work orders. It makes the Cost Tracking section appear on work orders. For more information on how to report cost tracking, see Time vs. Cost Report.
Cost Tracking Required​
Toggle Cost Tracking Required on to make it mandatory for users to enter data when completing a work order.
Custom Cost Types​
When selected, you can manage custom Labor, Travel, and Other types to associate to work order costs. You can create specific variants for your organization's needs like outsourced labor.
- To create a custom type, select +New [X] Type.
- To remove the custom type, select (more options), and then select Remove Custom Type.
Time Tracking Module​
Toggle Time Tracking Module on for users to enter and track the time spent working on work orders. It makes the Time Tracking section appear on work orders. For more information on how to report time tracking on work orders, see Time vs. Cost Report.
Time Tracking Required​
Toggle Time Tracking Required on to make it mandatory for users to enter time data when completing a work order.