You must have the Add & Edit Suppliers Company (previously Contractor RW) permission or higher to create Work Order records.
To manually create Work Orders, navigate to the Work Order List View page. Refer to
Navigating Work Orders & Permissions Overview for more information.
How to Create Work Orders
1.Select the +Add Work Order button in the Work Orders List View.
Work Orders List View
2. After selecting +Add Work Order, a Slide-Over Panel will appear from the right. Here, you will be required to provide the specific details for your Work Order:
a. WO Number: Provide a unique number for the Work Order
b. Work Reference #: Provide the Reference number for the work
c. Type: Select the Type of Work Order from the dropdown
d. Description: Provide a Description of the Work Order
e. Priority: Select the Priority of the Work Order (e.g., Urgent, High, Medium, Low)
f. Sites: Select the Site where the Work Order will occur
g. Status: Select the Status of the Work Order. Refer to Work Order Status for more information.
h. Supplier: Select the Supplier for the Work Order
i. Expected Start Date: Provide the expected start date for the Work Order
j. Expected Completion Date: Provide the expected completion date for the Work Order
k. Notify Supplier: Check this box to notify the selected supplier about the Work Order
WO Number, Type, Priority, and Status are required to be filled in order to save the Work Order
3. Upon providing the necessary details of the Work Order, select Save, which is located at the bottom right of the panel.
4. At this point, a Notification will be displayed in the bottom left corner, and your newly created Work Order will be displayed in the Work Orders List View.
Success Notification
Work Orders List View
Work Orders created manually will also be available to select by the Supplier when they sign into Site. Refer to Signing In to Work Order.