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How to Create and Manage Preventative Maintenance/Recurring Work Orders

This article explains how to create a work order with our mobile/web application. 


How to Create Preventative Maintenance/Recurring Work Orders

  1. On the "Work Orders" page, click the "Plus Sign"
  2. Enter in Work Order Info:
    - Work Order Title
    - Detailed Description  
  3. Select Priority level
  4. Select Equipment (optional) 
  5. Select Location 
  6. Select Category
  7. Assign Main Worker (defaults to user)
  8. Assign Support Worker (optional)
  9. Select Team (optional)
  10. If Recurring Work Order: 
    - Set Repeating Schedule
    - Select End Due Date *date you'd like the schedule work order to stop repeating
  11. Checklist, tasks or form items you have two options:
    • Option 1: Add Task / Form Item
      - Enter Task/ Form Question
      - Select Task/ Form Question (see checklist / Form Item Key)
    • Option 2: Add Form Template
      - Select Form Template
  12. Click "Add Part" (optional)
    1. Select Part
    2. Enter Quantity  
  13. Click "Add File" (optional) 
    1. - Select File
  14. Click Add Work Order

How to Edit Preventative Maintenance/Recurring Work Orders

  1. On the "Work Orders" page, Click the desired work order
  2. Select the Pencil icon "Edit Work Order"
    - If edits only applies to current recurring work order select "Edit Current"
    If edits apply to all recurring work orders select "Edit All Future Work Orders"
  3. Make desired edits 
  4. Click "Save Work Order"  
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How to process a work order

  1. On the "Work Orders" page, Click the desired work order
  2. Evaluate
    - Work Order Description
    - Location
    - Equipment
    - Parts and Tools needed to complete the job
  3. Move work order status to "In Progress" 
  4. Complete Task/Checklist (if applicable) 
  5. Select Part and Quantity Used  
  6. Enter Time and Cost
  7. Include Updates in "Update Section" 
    • Web App: Select Updates
    • Mobile App: Swipe Right 
  8. Once work order is completed update status to "Closed"