Work Orders
From basic creation to customization of Work Orders
33 articles
Create a Work OrderCreate a work order in FlowPath
Saving Filters in Work OrdersCreate and apply custom filter sets and learn how to edit or delete filter sets as needed.
Sorting and Filtering Work OrdersLearn how to quickly sort and filter work orders from all available views
Scheduling Work Orders and Adding To Your CalendarLearn how to schedule your work orders and add them to your calendar
Adding Approver To Work OrderLearn how to add approver to a work order
Adding Watchers To A Work OrderThis guide provides step-by-step instructions on how to add watcher users or groups to a work order.
Adding Outside Watchers to Work OrdersQuickly add non FlowPath users or original requesters as watchers to work orders allowing them to receive update notifications.
Assigning Vendors To A Work OrderLearn how to assign 3rd party vendors to a work order
Tracking Labor HoursThis guide provides step-by-step instructions on how to track labor hours within a Work Order.
Tagging Or Mentioning Team Members In Work Order CommentsQuickly learn how to tag team members from within a work order to notify them they are needed
Online Form, Text, Call, Email To Create Work OrdersUsing your custom FlowPath phone number or email, you can text, call, or email FlowPath to create work orders
Make bulk updates to work ordersLearn how to make changes to multiple work orders at once
Changing Work Order StatusLearn how to easily change the status of a work order to Pending, Scheduled and Completed.
Work Order Priority LevelLearn how to set a priority level on a work order
Guide to Customizing Simple Work Order Create FormThis guide provides step-by-step instructions on how to customize the Simple Work Order Create Form.
Using or Requesting Inventory From a Work OrderLearn more about how to use or request inventory from within a work order
Add a Survey Link to Work OrdersLearn how to add a survey link to work orders.
Work Order Category OverviewGeneral overview of Work Order Category Functions and Automations.
Work Order Category- General InfoColor code your categories, add custom fields and questions, add custom prefilled descriptions and enable Category Priority.
Work Order Category- Assignment & WatchersThis guide provides instructions on how to automate work order assignments based on categories.
Work Order Category- Setting up ApprovalsEnable approvals based on work order categories.
Work Order Category- Vendor Assignment AutomationQuick guide on adding automatic Vendor assignments based on work order category selection.
Category Location AssignmentCreate area owners by location for specific categories.
Customize your Work Order Interface and Adjust Field Visibility Based on Permissions
Manage Work Order Notifications
Work Order Digital Signature Feature
Request a Work Order on FlowPath via External FormUsing FlowPath external form to request a work order. Forms are customizable to get info facility teams need in order to complete requests.
How to Assign Watcher Groups and Users by LocationAssign watchers and user by location, ensuring the right teams are notified to streamline communication and efficiency.
Offline Work OrdersDownload your work orders to be able to make updates offline without worrying about service connection.
Managing Work Orders with Parent-Child GroupingsGroup work orders by parent-child to easily manage multiple vendors, trades, and tasks.
Putting Work Orders On HoldHow to place a work order on hold.
Merging Work OrdersMerging work orders allows you to consolidate multiple work orders into a single, streamlined entry while maintaining relevant details.
Enabling Required Fields in Work OrdersHow you can ensure the fields in the work orders are being submitted before completion of work orders.