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How Do I Create a New Work Order?

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To create a new Work Order is quick and easy. To open the Work Order form, click the Create Work Order button and the form displays.

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

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  • 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

Create a Demand Work Order

  1. Click New Work Order button. 
  2. Fill in the appropriate fields in Work Order form as noted above.
  3. Click Create Work Order button.

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

Additional 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.

Eptura Asset Videos

Learn more about Work Orders in our Training Video library.