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New Work Order Form

The Asset Essentials work order form is receiving an upgrade! We will be updating the work order form with a more modern look and feel. You now have the opportunity to try out the new work order form using the toggle feature before it becomes standard in your account. *Note: Before turning on the toggle feature, for any new work order or existing work order, be sure to save all changes to the work order form that you are actively editing. When turning on the toggle feature, this will only affect your individual user account and will remain active until you manually turn it off.

 

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.