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Edit Work Orders (Mobile App)
Edit Work Orders (Mobile App)

Editing work orders enhances task tracking and resource use, improving efficiency and streamlining operations.

Updated over a week ago

Use these easy steps to complete a work order, ensuring all details are accurately captured and tasks are managed effectively.

  1. Access Work Orders:

    • After logging in, open the menu from the top left corner and click on Work Orders.

    • Work orders assigned to you will appear under the My Orders tab.

    • If a work order is assigned to your organization but not to a specific individual, it will be listed under the Unassigned tab, where you can claim it.

      Main dashboard with the "Work Orders" option highlighted.

  2. Open and Edit the Work Order:

    • Click on the work order you wish to manage. This opens the work order in View mode.

    • To make changes, click the Edit icon in the top right corner.

    • If there are any Health, Safety, and Environment (HSE) instructions, you'll be prompted to confirm that you've read them. It's important to review these carefully before proceeding.
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      Interface is showing my work orders list.

      Interface showing a work order opened in View mode. The Edit icon in the top right corner is highlighted, indicating where to click to start making changes.

      A prompt for Health, Safety, and Environment (HSE) instructions is visible, emphasizing the need to review and confirm acknowledgment.

  3. Details Tab:

    • Review the general information about the work order, such as the name, description, status, related asset and similar.

  4. Work Tab:

    • Enter details like the Actual Start and End Dates, Work Instructions, Problem Description, and other relevant information.
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      Work Tab displaying fields for entering details such as Actual Start and End Dates, Work Instructions, Problem Description, and other relevant information. The fields are filled in to show where to input these details.

  5. Assignments Tab:

    • View the list of assignments. You can also add new participants and assign them specific roles as needed.

  6. Labors & Parts Tab:

    • This section might be pre-filled with items, or it could be empty.

    • To add a new service, click on the Plus button under the Services tab.

    • For additional expenses, use the Additional Expenses tab.

    • After adding a service, click on it to add specific Labors and Parts.

    • If there are any disassembled parts, make sure to add them as well.
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      CMMS Labors & Parts Tab showing options to add new services using the Plus button under the Services tab and manage additional expenses.

  7. Documents Tab:

    • Upload any relevant attachments that might provide additional context or instructions.

  8. Forms Tab:

    • Complete any forms that have been pre-added, or click the Plus button to add and fill out new forms.
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      Forms Tab displaying forms list with a completed form and a Plus button for adding and filling out new forms. The image highlights the process of accessing and managing forms within the tab.

  9. Log Tab:

    • Use the log to communicate with colleagues who have access to the work order.

    • You can tag someone directly by typing @ followed by their name, ensuring they are notified of your message.
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      Labors & Parts Tab showing options to add new services using the Plus button under the Services tab and manage additional expenses.

      Log Tab showing the tagging feature. The image illustrates how to tag a colleague by typing @ followed by their name, ensuring they receive a notification about the message.

  10. Client Signature:

    • If a client's signature is required, click the signature icon in the top right corner.

    • A new form will appear where the client can enter their name and sign the work order.
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      Screen showing a new form for client signature. The form includes fields for the client to enter their name and sign the work order.

  11. Save and Complete:

    • After entering all necessary information, click on the diskette icon to save your changes.

    • A list of options will appear; select Complete to finalize the work order.

    • Once completed, the work order will no longer appear in the My Orders list but will be accessible under All Orders.
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      Interface showing the "All Orders" tab with a list that includes completed work orders, highlighting that completed orders move from the "My Orders" list to "All Orders."
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