Create a Work Order
Creating a new Work Order is easy, just follow the steps below.
- Navigate to Work Orders.
- Click the New Work Order button. The New Work Order form displays.
The required fields are Entity, Purpose, and Budget.
- From the Entity drop-down, select the site.
- In the Purpose Of Work Order field, select the purpose.
- In the Asset field, enter the asset.
- From the Work Type drop-down, select the type of work.
- From the Priority option buttons, select either Minor, Normal, Major, Critical.
- From the Assign To drop-down, select the person.
- From the Due Date calendar, select the date.
- From the Budget drop-down, select the budget.
- From the Customer drop-down, select the customer.
- If you want to add a task, click the + icon. Add Service Tasks dialog.
- Either search for the task, select the task, or create a new task.
- Click the Add to WO button.
- Click on either Create & Open or Create Work Order.
After the work order is saved, the work order is ready to be completed by the assigned worker.