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Create a Work Order

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Learn how to quickly create a work order.

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Audio: Sound Length: 2:52 mins

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  1. Navigate to Work Orders.
  2. Click the New Work Order button. The New Work Order form displays.

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  1. From the Entity drop-down, select the site.
  2. In the Purpose Of Work Order field, select the purpose.
  3. In the Asset field, enter the asset or click the Asset Lookup clipboard_e105b1c05e264197fcc1259042c4e5baa.png icon to search for the asset or find the asset using the filter by the asset groups.
  4. From the Work Type drop-down, select the type of work.
  5. From the Priority option buttons, select either Minor, Normal, Major, Critical.
  6. From the Assign To drop-down, select the person.
  7. From the Due Date calendar, select the date.
  8. From the Budget drop-down, select the budget.
  9. From the Customer drop-down, select the customer.
  10. If you want to add a task, click the + icon and the Add Service Tasks dialog.
  11. You can either search and select the existing task or create a new task. When you are ready, click the click the Add to WO button.

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  1. Click either:
    • Create & Open button.
    • Create Work Order button.

After the work order is saved, the work order is ready to be completed.