Create a work order

To create a new work order:

1. In Maintenance > Work Orders, click New:
   
2. If you have multiple sites, select the site you would like to create the work order in.
3. Click Save to create your work order.
4. (Optional, these fields can be filled in anytime after the work order is created) Enter information as needed in the drop-down fields at the top section of the page:
    
   

   Field name	Description	Example
   Work Order Status	The work order's status.	Open
   Maintenance Type	The type of maintenance being performed in this work order.	Preventive
   Priority	The work order's priority.	High
   Asset	The asset the work order is performed on.	X-ray machine
   Project	The project the work order belongs to.	Electrical upgrades
   Suggested Completion Date	The date that the work order should be completed by.	May 01, 2023 04:30:00 PM

5. (Optional, these fields can be filled in anytime after the work order is created) Fill out the fields in the General tab as needed:
   
   

   Field name	Description	Example
   Summary of Issue	A high-level description of the work that needs to be completed.	Check the condition of water heater
   Work Instructions	Descriptions of how to complete the tasks in the work order.  These are automatically filled in from task descriptions.	Test the pressure relief valve
   Assigned To User	The user who should complete the work order.	Carolyn Winters
   Estimated Labor	The estimated amount of time the work order will take.	1 hour
   Completed By User	The user who completed the work order. To be filled out after completion.	Carolyn Winters
   Actual Labor	The actual amount of time the work order took. To be filled out after completion.	2 hours
   Date Completed	The actual date the work order was completed on. To be filled out after completion.	April 30, 2023 04:30:00 PM

6. Click Save to save your changes.