Create detailed work logs with these simple steps:
Access the Work Logs Section
After logging in, click on Work in the sidebar menu and select Work Logs.
Create a New Work Log
Click the New button to start creating a new work log entry.
Enter General Information
Provide the Name of the work log at the top of the form.
In the General Info section, write a Description, set the Status, associate an Asset or link a Project if necessary.
Select Form Filling Options
Under the Forms section, choose how you would like to enable form filling for this work log.
Configure Settings
In the Settings section, configure which fields and options should be available when users create new work log entries.
Configure Field Visibility
For the following fields, choose whether they should be:
Hidden – The field is not displayed.
Optional – The field is displayed but is not required.
Required – The field must be completed before the work log can be saved.
The following fields can be configured:
Entry Category
Asset
Project
Labor Duration
Labor Price
Travel Distance
Enable Optional Features
You can enable the following features to extend the functionality of work logs:
Enable Downtime Tracking – Allows users to record asset downtime directly from a work log entry. This is useful for tracking equipment availability and maintenance performance.
Enable Request, Task, and Work Order Creation – Allows users to create Requests, Tasks, and Work Orders directly from a work log entry, making it easier to follow up on issues identified during maintenance activities.
Enable Request, Task and Work Order Creation, which then allows you to create these entities from work log entries.
Set Permissions
Under the Permissions section, assign the necessary user permissions for the work log. For more details on permissions follow this link.
Save Your Work Log
Once all details are entered, click Save to add the new work log to the list.
