Follow these steps to create a work order in our web app:
Access the Work Orders Section
After logging in, navigate to the Work tab in the sidebar menu and select Work Orders.
Start a New Work Order
Click the New button to open a form for creating a new work order.
Fill in Basic Details
Provide essential information such as the Name, Description, and associated Asset.
Set the priority of your work order to indicate its urgency.
Add other relevant details that define the scope of the work order.
Attach Relevant Documents
In the Documents section, upload any files related to the work order, such as manuals, diagrams, or reports, to provide additional context or support for the task.
Set User Permissions
Assign permissions to the appropriate users for this work order.
For more information, refer to the permissions guide.
Add Work Instructions
Under the Work tab, include any specific work instructions or descriptions to guide the task execution.
Specify Labors and Parts
Go to the Labors & Parts tab and add the required Services, Norms, Labors, and any Parts or additional expenses that need to be included.
Attach Necessary Checklists
Under the Forms tab, attach any checklists required for the work order.
Learn how to add forms in detail here.
Include Safety Measures
Add any Occupational Health and Safety (OHS) measures under the appropriate section to ensure safety compliance.
Find more information on OHS guidelines here.
Finalize and Save the Work Order
Review all details and choose one of the following actions based on the work order's status:
Save as Draft to complete later.
Submit for further processing.
Approve to finalize and activate the work order.
