Steps involved in navigating the work order page:
First, click on 'Work Orders' which is present under the 'Operations' category.You will immediately see all work orders that have ever been made. The work orders at the top will be based on which were issued the latest.
There are many details for each work order. Some of the most important are the name, building, equipment, type, contractor, priority, and status. The equipment listing describes which equipment the work order is for. Additionally, the priority is how important this work order is and the status is whether or not the work order has been completed. Other details include which contractor and technician the work order was assigned to as well as when the task was scheduled.
Another feature of this page is the search option. If you have multiple buildings you can search by building name. You can also switch the search option to work order number if desired.
Filtering work orders is another option and there are many different ways to do so. You can filter by status, type, work order action, contractor, due date, priority, or any mixture of these. There is also an option to show only PM schedule generated work orders.
Additionally, you can download a work order report in either a CSV or Excel format, simply choose based on your preference.
The work orders page automatically has three tabs, the first of these being all work orders which is the current tab. The second tab is only upcoming work orders, which are work orders that have not yet been completed. The final tab is for customer requests, which are typically much less common. For all of these pages, capabilites including searching and filtering work the same.
Finally, to create a new work order click 'Start Work Order' in the top right. From here, you will be able to fill in all of the details seen present in the other work orders. Once doing so, click create and you have now created a new work order.