Quick Create Work Orders

Create a work order with a single click on a tile in Mobile. This speeds up work order logging in fast-paced environments and ensures consistent logging of similar work.

Configuration

A system admin can configure the tile by setting default values for the work order fields.

1. Go to Admin > Quick create work orders.

2. Click New.

3. On Quick create work orders detail, complete the fields:

   • Name: The name for the quick-create work order. It's the same that appears on the Mobile Dashboard tile.

   • Description: A brief description to help identify the work order.

   • Status: Choose the default status as Active or Inactive.

   • Upload document required: Specify if a document is necessary to complete work order creation.

   • Use work order scripts: Choose whether to display relevant work order script fields on the form.

   • Assigned provider: Decide if a service provider should be specified or if the preferred provider auto-populates based on the work order values.

4. Fill in the values on Create work order form values. The field types include:

   • Default: Pre-populates the selected value.

   • Locked: Prevents changes by setting the field value permanently.

   • Empty: The field is empty and requires input before creating the work order.

5. Click + in the Available for roles section to add associate roles to the client.

6. Click Save.

Add a quick-create tile in Mobile

1. Click + on the upper menu of the Mobile Dashboard.

2. Click Action.

3. In the Action type section, under Action, select Quick create work order.

4. Choose an active quick-create work order option from the list.

5. Click Submit.