Create a Work Order

If you have permission to create work orders, you can access the Create Work Order action from the Action menu on the following pages:

  • Home Page

  • Work Order Lists

  • Work Order Summary or Detail Page

    A menu option is also available to create a follow-up work order.

  • Asset Summary or Detail Page

ClosedCreate a New Work Order

To create a work order:

  1. Tap the Action button in the section header.

    The Action menu opens.

  2. Select Create Work Order.

  3. Complete the appropriate fields.

    • Required fields have a thick blue border.

    • If a field label has a magnifying glass next to it, tap the field name to open a list of acceptable values.

  4. If you want to assign the work order to yourself, select Yes from the Assign to You? field.

  5. Tap the Save button.

    The Work Order Summary page opens, where you can enter additional data about the work order.

ClosedDefault Field Values

Note:

Fields and field names are often tailored by your organization during configuration. Contact your System Administrator for further information about the fields on this page.

A number of default values are populated into fields on your new work order. For some fields, values are always populated. In other cases, defaults are based on your organization's configuration.

  • Always Populated

    • Requester — logged in user

    • Target Date — current date or date calculated based on work order priority

    • Repair Center — logged in user's Repair Center, but this may change after the asset is selected

  • Populated if Configured with Default Value

    • Type

    • Priority

    • Target Hours

    • Shop

    • Supervisor

  • Populated from Asset

    These values are populated from the asset associated with the work order:

    • Repair Center

    • Shop

    • Account

    • Department

    • Customer

    • Zone

  • Populated from Problem

    Problems can be defined so that they automatically populate other values. For example, certain problems might always need to be routed to the 'Electrical' shop, or have a particular procedure associated with them.

  • Populated from Procedure

    If a procedure is specified for a new work order, any default values for that procedure will be assigned to the work order. For example, procedures can be associated with a particular work order type, priority, target hours, or project. In addition, if the procedure has tasks, estimated costs, or attachments defined, these are added to the newly created work order.