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Entering and Managing Work Orders

Entering a New Work Order

Watch the Video Tutorial:

 

  • Tap New Work Order on the menu screen.
  • Tap the plus sign icons () to select the Location, Bldg./Unit, Area, Area Number, and Equipment if needed.
  • Enter the Problem Description. You can use voice-to-text to enter this information as well.
  • To add an Attachment, tap the plus sign icon ().
    • Tap the camera icon () to take a new photo, tap the pen icon () to add a signature, or choose to add a photo from the list.
    • You can remove the attachment by tapping the trash can icon () or add another attachment by tapping the plus sign icon ().
  • Select the Priority.
  • Your information will appear as the Requester info, but you can tap your name to change the requester to an existing user in the list.
  • Select an Assigned To (available only to Administrators and Supervisors), Craft, and Purpose for this work request.
  • Click Create to submit the work order.
  • Click Create & Complete to enter an Action Taken, adjust the timer, and mark the work order complete.

 

Assigning a Work Order

Watch the Video Tutorial:

 

  • Tap Unassigned Work Orders on the menu screen.
  • Swipe the work order you want to assign to the right .

 

 

  • Select the User's name from the list.
  • You can also reassign a work order to different user if needed. Tap to open the work order and scroll down to the Assigned To field. Tap the assigned user's name and select a new user from the list.

Editing Work Orders

Adding Attachments/Signature to an Existing Work Order

Work Center gives you the ability to add attachments to a work order such as a photo or a signature indicating that the work order has been complete.

Watch the Video Tutorial:

 

  • Search for and tap on the work order you would like to add the attachment or signature to.
  • Tap the plus sign icon () next to Attachments.
  • Tap the camera icon () to take a new photo, tap the pen icon () to add a signature, or choose to add a photo from the list.
  • You can remove the attachment by tapping the trash can icon () or add another attachment by tapping the plus sign icon ().

 

Processing PM Work Orders

When handling a PM work order in Work Center you will see the PM work order's tasks and procedures listed in the work order details.

 

 

  • Tap on an individual task to view more details.
  • If applicable, you can see additional details on the task in the Procedures section.
  • Tap the Comments section to enter any notes necessary. *Note: You can use voice to text to enter information in this field.
  • Tap the Done button to mark the task as complete.

 

 

  • As you complete tasks on the PM work order, you will notice that completed tasks will change from a red x to a green check to indicate completion. Any tasks where comments were made will show a comments icon next to the task.

 

Completing a Work Order

  • From your My Open Work list, swipe to the right on the In Progress work order you would like to complete.
  • Or tap on the work order from the list and tap Complete.
  • Enter an Action Taken description. *Note: You can use voice-to-text to enter information in the Action Taken field.
  • Adjust the Time on Task timer if necessary.
  • Tap Complete at the bottom of this screen to record the labor hours from the timer and mark the work order Complete.
  • Once you mark a work order complete, it will move from the My Open Work Orders screen to the My Finished Work Orders screen.

 

 

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