Create Work Order

Create a work order for an asset or category within a site in Mobile to track the work being done and its cost in time and materials. You can also quick-create work orders.

1. On the Mobile dashboard, open the Mobile menu in the upper left corner.

2. Select Actions > Create work order.

3. Enter the work order information, using Keyword search to streamline the process as needed.

   • Asset tag: Scan or search the unique identifier for the asset.

   • Site: Choose the site associated with the user.

   • Work order type: Select the appropriate type:

     • Normal: Standard work order for routine maintenance, repair, or inspection tasks.

     • Estimate: Work order to assess the cost and scope of work before approval. It helps in planning and budgeting for the task.

     • Quote: Similar to an estimate, but more detailed, including a formal proposal with pricing for the work. It's typically used when external contractors are involved.

     • Joint/Cooperative: Creates two linked work orders in one step. After submitting the first, a second automatically generates with the same details, allowing for coordination on the same site while keeping both work orders editable and linked for tracking.

   • Department, Category, Subcategory, and Asset type: These fields auto-populate after you select the asset.

   • Location details: Enter the asset's location to help the technician find it.

   • Problem type: Choose the type of problem, such as motor or power unit. It impacts work order assignment and reporting.

   • Priority: Select the priority for the work order.

   • Problem description: Provide a detailed description of the issue.

   • Include in asset spend: Switch Yes to include the work order's cost in the asset's spend.

   • Upload document: Click Choose file and select a file from your device to attach a document.

   • Requestor: Optionally, log the request on someone else’s behalf.

   • Alternate provider: Enter details if an alternate provider is involved.

   Before saving, review potential duplicate work orders if they appear.

4. Select Save.

Keyword search

Search for an asset category, subcategory, or problem type by keywords to streamline defining details for the new work order.

1. Select a Site and a Department.

2. Enter a keyword, then select Search.

3. From the results, select a category, subcategory, or problem type.

   Relevant work order fields automatically populate based on your selection.