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Creating a Work Order

Work orders are records that describe work to be done, the labor needed to accomplish the work, and other data about the work, such as it's priority, the cause of the work, and Location, Asset, or Site. Your organization may have a different name for work orders, such as job ticket or task assignment.

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How to Create a Work Order

  • Click on the Work Orders menu icon, select Work Orders, and then click the New button. *Note: A work order can be generated from various sources within Asset Essentials (ex. Location, Asset) by right-clicking on the source, and selecting Create WO.
  • The new work order form is broken up into several sections that can be expanded or collapsed by clicking on the title of the section. *Note: Depending on your account's configuration, some sections may not be visible, various fields may be pre-populated with information, and additional fields may be required.

 

 

 

  • Once you have completed all of the required fields, click the Save button at the top of the page.

Next Steps

Once the work order has been saved, you can complete the following actions to continue processing the work order.