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Entering a New Work Order

  • To enter a new work order, click on the NEW WORK ORDER tab.



  • Enter a Description to describe what work needs to be completed.
  • Click the magnifying glass on the Location/Equipment line to select a location or piece of equipment that will be tracked on this work order. If your Location or Equipment contains sub-locations or sub-equipment, a tree icon will be located beside the Location/Equipment Name. Click this to view the sub-locations or sub-equipment. *Note: If you are tracking usage on the selected equipment, you will see a Record Usage link appear below the Location/Equipment field. Click this to open a side panel where you can see the Last Reading for the asset, as well as update the Reading if needed.
  • In the Status drop down, New Request is selected by default. *Note: If entering a work order that is already in progress or has been completed, you can choose the appropriate status.
  • In the Priority drop down, Medium is selected by default. Click on the down arrow to choose another priority level if needed.
  • Click on the down arrow on the Purpose field to choose a Purpose that best describes why the work is being requested.
  • If your organization is utilizing Projects and you would like to track a project against the work order, select one from the drop down.
  • Click on the magnifying glass in the Assigned To field to select a user that will be assigned to this work. If an additional user needs to be assigned to the work order, click on the magnifying glass again and select another user.
  • Select a Trade to describe what type of work needs to be done.
  • The Request Date defaults to the current date and time that the work order is being entered.
    • You are able to manually enter in a date by highlighting the current date and erasing it, or by clicking on the calendar icon to select a new date. *Note: Request Dates can be backdated. If you are clearing the date it will also clear the time. Once a new date is entered, the time will default to 12:00 AM.
    • Update the time by highlighting the current time and erasing it. Once a new time is entered, click on the down arrow to select whether time is AM or PM.
  • Identify the name of the Requester in the Requested By section by clicking on the magnifying glass. By default, the user who is entering the work order will be listed.



  • The Action Taken field is used to document what was done to resolve the problem or request.
  • You are able to track Downtime on your equipment by entering hours, minutes, and costs associated with that downtime.
  • Select a Failure Reason from the drop down to document why the equipment failed.
  • Enter a Completion Date to document when the work was completed. *Note: The Completion Date must be on or after the Request Date. If creating a work order with a status of Complete, the Completion Date becomes a required field.



  • Click on the plus sign to add a new attachment. *Note: You are able to upload up to 100 attachments.
  • If the attachment is an image, you will see a preview of the image.
  • Click on the preview of the image to see a larger version of it. *Note: There is no file size limit, however, images over 10MB will not generate a preview. Common file types you can attach are JPEG, PNG, PDF, Excel, and Word Documents.



  • Click on the plus sign to add a new Link.
  • In the side panel, enter the URL. *Note: When a URL is entered, the link's name, description, and thumbnail image will automatically populate if available. This information can be saved as-is or edited before saving.

  • Click Done.



  • Your link will now be visible on the work order. Click the pencil icon to edit the link, or click the trash can icon to delete it.



  • Click Save at the bottom of the New Work Order form. The work order will now be assigned a work order ID number.