How Do I Create a New Work Order?

Creating a new Work Order is quick and easy. To open the Work Order form, select  and the form will slide out.

All mandatory fields will have a red indicator, these fields must be completed in order to create a new Work Order. 

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

Creating a Demand Work Order

1. select  
2. Fill in the appropriate fields in Work Order form as noted above
3. Select 

The Work Order will now appear in your list of open Work Orders.

Additional Notes: 

• Selecting  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