How Do I Create a New Work Order?
Hippo Migration to Eptura Asset
To create a new Work Order (or a Demand Work Order) from the Work Order Management screen, click the (A) New Work Order button and the (B) New Work Order form displays.
All mandatory fields will have a red indicator, these fields must be completed in order to create a new Work Order.
| Field | Description |
|---|---|
| Entity |
Formerly known as the Facility that the Work Order is associated to. |
| Purpose of Work Order |
Formerly known as description - details of what work needs to be done. |
| Asset |
The Equipment, Location, or Vehicle associated to the Work Order. |
| Work Type |
Define whether the Work is Demand (AKA Corrective) or Preventive (One time PM). Additional Work Types can be created. |
| Priority |
Define the urgency of the Work needing to be done. |
| Assign To |
Formerly known as the Resource field in Hippo, select which contact to assign the Work Order to. |
| Due Date |
The date the work needs to be completed by. |
| Budget |
Which department will be paying for expenses associated to the Work Order (Budget auto populates upon selecting an Asset). |
| Add Tasks |
Tasks are selected from a pre populated list of service tasks which can be configured in Settings. |
Notes
- Click Create & Open button after completing the Work Order form will bring you to the Work Order upon creating, without needing to search for the Work Order as required previously in Hippo.
- Any Work Order created from this screen will be a one time work order, regardless of Work Type.
- Learn more in the Eptura Asset article called Create a Work Order.
Eptura Asset Videos
Learn more about Work Orders in our Training Video library.