Work Order
You can easily sync the order of the work that needs to be done if you know its priority whether if it’s low, medium, or high.
*This feature is only available for the Advanced plan and Free plan (up to 250 assets).
Adding a Work Order
On the Maintenance feature, choose Work Order then select +Add New Work Order.
It will show the Work Order Details that need to be filled out.
- Work Order Title: input the title of the work order.
- Work Order Description: input the description of the work order.
- Priority: from the drop-down menu, select the level of priority whether it's high, low, or medium.
- Start Date: input the date when the work order will start.
- End Date: input the date when the work order will end.
- Due Date: input the date when the work order is due.
- Repeating Schedule: input the date when the work order will start.
- End Recurring Date: input the date when the recurring date will end.
- Estimate Duration (Minutes): input the estimated duration of the work order.
- Maintenance Category: from the drop-down menu, select the category of the maintenance either Ad-hoc, Broken, In-repair, Preventative, or Service.
- Location: from the locations registered in the system, select from the drop-down menu the location of the work order.
- Worker: assign the worker for the work order.
- Additional Worker: assign any other workers for the work order if necessary.
- Team: assign the team for the work order.
- Asset by Location: select the asset for the work order that is sorted by location
- Purchase Order: input the purchase order of the work order.
- Image/File: upload any file or image for the work order if needed.
Click Save when all details have been completed. A preview of the Work Order created will be shown.
Editing a Work Order
You can edit the work order by clicking the pen sign.
Input the information to be edited. Then, click Save to save the details.
Deleting a Work Order
You can delete the work order by clicking the trash sign.
Then, click Delete to confirm the removal of the work order.
Request
It is possible to request a work order for a task that needs to be performed. The assignee will also be notified of it.
*This feature is only available for the Advanced plan and Free plan (up to 250 assets).
Adding a Request
You can make a request for the work order that needs to be accomplished. By doing so, the assigned worker will have a heads-up to be able to prepare for the upcoming tasks.
On the Maintenance feature, choose Request then select +Add New Request.
Fill out the fillable boxes that need information.
- Request Description: input the description of the request.
- Request Title: input the title of the request.
- Worker: assign the worker for the request.
- Additional Workers: assign any other workers for the request if necessary.
- Team: assign the team for the request.
- Due Date: input the date when the request is due.
- Estimate Duration (Minutes): input the estimated duration of the request
- Maintenance Category: from the drop-down menu, select the category of the maintenance either Ad-hoc, Broken, In-repair, Preventative, or Service.
- Location: from the locations registered in the system, select from the drop-down menu the location of the request.
- Asset by Location: select the asset for the request that is sorted by location.
- Priority: from the drop-down menu, select the level of priority whether it's high, low, or medium.
- Image/File: upload any file or image for the request if needed.
Editing a Request
You can edit the request by clicking the pen sign.
Input the information to be edited. Then, click Save to save the details.
Deleting a Request
You can delete the request by clicking the trash sign.
Then, click Delete to confirm the removal of the request.
