This article will explain how to convert a Work Request (pending status) to an active Work Order and how to add new tasks to the Work Request using the Fiix CMMS App.
Non-admin users will need to have the prerequisite Page Permission enabled.
- Choose a User Group Work
- Under the user group profile - Select the page permission tab,
- Scroll down and find the following permission Can Access the 'Work Order Administration ' Page
- Enable the ability for the user group to access and save the Work Order Administrator.
Step 1. Open the Work Order. You can view, edit Work Requests and assign them to other Users following the steps below.
Step 2. Go to the Requests tab, ( this is the Work Requests tab on Android.)
Step 3. Click on a Work Request
Step 4. Add or edit details such as Assets, Priority, Maintenance Type, Work Order Status, Due Date
Note that Work Orders in a requested status are in a pending state. Ensure that you change the status to an Open status or any other active status (e.g. Assigned, Work in Progress, etc.) so that the notifications can get sent and it can show up on To-Do lists.
To learn how to add more Work Order statuses, you can go to the article below:
To add a new Task to the Work Request, follow the steps below.
Step 1. Click on Tasks
Step 2. On Android, you will see a floating + sign you can use to add tasks. For iOS, Click on Add tasks
Step 3. Add or change Task Type, put in additional task-specific details in the Description and you can also include Estimated Time for that Task
Step 4. Click Done once complete and Submit to save this Work Order
You may also choose to add Files to the Work Request.