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Adding a Work Order

TheWorxHub allows you to create both a work request or a work order. A work request is generally entered by a staff member and then approved and accepted as a work order by the responsible department. If the work you are entering does not need to be approved, you can enter it directly as a work order.

How to Add a Work Order

  • Click on the Add button in the top right corner of the screen and select Work Order from the drop down.
  • Select the Department that this work order applies to from the drop down.
  • Select a Priority for the work order.
  • Click on the Location Picker () to select a Location for the work order.
  • Enter a Description of the work that needs to be performed.
  • Type any additional details and notes in the Details box. *Note: This is an optional step. We highly recommend filling in as much details as possible, however if you choose to skip this step you can enter detailed step-by-step instructions in the Task List.
  • Click on Add New Task to choose what type of tasks you'd like to add.
  •  In the pop-up window, select a Task Type from the drop-down menu, and then click the plus sign icon (). *Note: You are able to add different task types to the task list.
  • The information you enter in the task field will depend on the Task Typeyou select:
    • Checkbox: This option is common for simple task lists where each step is documented, and you want to track which tasks have been completed vs. not completed.
    •  Barcode scan: This is a unique task type where you can specify that step 1 require you to scan the asset barcode for the equipment that you're working on. This helps to prove that a technician was actually at the required location. * Note: You can only complete a barcode task type from your mobile device where barcode scanning is supported.
    •  Text form data input: This option is used when you need to input free form text data, such as the start time of when you began the generator test, or capturing a qualitative value on the condition of the equipment.
    •  Numeric form data input: This option is used whenyou need to capture a measurement, but there is no requirement to link that input to any sort of corrective action, such as capturing the volts of the generator.
    •  Meter Reading: This option is used when you need to capture a reading on a pre-existing meter, such as water temperatures thresholds or odometer reading incremental meters. *Note: Meter reading style tasks can trigger action from a meter based scheduled work order.
    • Pass/Fail: This task type will automatically trigger a corrective work order template from the failure. Because this question type requires you to leverage a pre-existing template, it's important to review any pass/fail tasks to ensure an appropriate template exists and it linked to the task.
  • Add as many tasks as needed and click Save when you're finished.
  • Select a Category to specify the type of work being done. Then select a Subcategory to further describe the work. *Note: The Category you select will determine the Subcategories listed in the pick list.
  • Choose a Source of Work from the pick list.
  • Enter the name of the Requestor and the Requestor Phone number.
  • Click the Subscribe to email updates link to receive update notifications for this work order.
  • Expand the work order panels by clicking on the panel title and enter any information needed.
  • Click Save.

 

How to Add a Work Order from a Template

  • Click on the Add button in the top right corner of the screen and select Work Order from the drop down.
  • Select the appropriate Department from the drop down to filter the available templates.
  • Click on the Pick Template link beside the Description field.

 

 

  • In the Select a Template pop-up, click on the Template you want to use. You can use the search bar at the top to find the correct template.
  • Once you have selected the correct template, click the Use Selected Template button.
  • Click on the Location Picker () to select a Location for the request.
  • Enter the name of the Requestor and the Requestor Phone number.
  • Click the Subscribe to email updates link to receive update notifications for this work order.
  • Review the information populated by the template and make any necessary edits.
  • Click Save.

 

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