Work Orders
From basic creation to customization of Work Orders
34 articles
Submitting Work Order Requests
You have options for submitting requests!
Create a Work OrderCreate a work order in FlowPath
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.
Work Order Preferences- Admin set up
Setting up your work order required fields, functions and notifications
Guide to Customizing Simple Work Order Create FormThis guide provides step-by-step instructions on how to customize the Simple Work Order Create Form.
Creating an External Form in FlowpathThis guide provides a detailed walkthrough for creating and managing external forms in Flowpath.
Customize your Work Order Interface and Adjust Field Visibility Based on Permissions
Manage Work Order Notifications
Work Order Digital Signature Feature
Enabling Required Fields in Work OrdersHow you can ensure the fields in the work orders are being submitted before completion of work orders.
Add a Survey Link to Work OrdersLearn how to add a survey link to work orders.
Managing Work Orders with Parent-Child GroupingsGroup work orders by parent-child to easily manage multiple vendors, trades, and tasks.
Getting started with Work Orders
How to assign users, vendors, edit, and much more!
Merging Work OrdersMerging work orders allows you to consolidate multiple work orders into a single, streamlined entry while maintaining relevant details.
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
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 external contacts to Work Orders in FlowPath as WatchersQuickly 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
Adding Approver To Work OrderLearn how to add approver to a work order
Putting Work Orders On HoldHow to place a work order on hold.
Using or Requesting Inventory From a Work OrderLearn more about how to use or request inventory from within a work order
How to Use the Rich Text Editor in your Work Orders
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
Offline Work OrdersDownload your work orders to be able to make updates offline without worrying about service connection.
Adding Labor Hours to a Work OrderThis guide provides step-by-step instructions on how to track labor hours within a Work Order.
Organizing your Work Order Dashboard
How to make the most of your dashboard views and Filters
Saving Filters in Work OrdersCreate and apply custom filter sets and learn how to edit or delete filter sets as needed.
Scheduling Work Orders and Adding To Your CalendarLearn how to schedule your work orders and add them to your calendar
Sorting and Filtering Work OrdersLearn how to quickly sort and filter work orders from all available views
Make bulk updates to work ordersLearn how to make changes to multiple work orders at once
Adding custom intro messages to your External Work Order Request Form
Work Order Categories
Work Order Categories are powerful automation and approval tools, this collection will help you better navigate each one
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.
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.
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.