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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.
    • If you have access to the Space Management add-on module, you can click on the map pin icon () to browse through your drawings to visually find the location of the work and select it for use on 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 Type you 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.
    •  Number form data input: This option is used when you 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.
    •  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.
    •  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.
    •  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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