Work Orders
From basic creation to customization of Work Orders
44 articles
- How to Freeze and Unfreeze a Work Order to create a Read-Only Work OrderDisable the ability to make any changes to a work order by freezing it.
- Two Ways to Print Inspection Work Orders in FlowPathA quick reference guide for printing inspection work orders in FlowPath, covering how to access the print option and choose between expanded or compressed view formats.
- Create a Vendor Invoice in FlowPathLearn how create a invoice in FlowPath.
- How to Sort Work Orders before Bulk Printing in FlowPath
Submitting Work Order Requests
You have options for submitting 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.
- Adding custom intro messages to your External Work Order Request Form
- 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.
- Configure Custom Labels on the External FormBy following the steps, you can easily tailor headers to better suit your needs and preview changes in real-time. Additionally, the option to revert to standard labels ensures flexibility and…
- Adding Images to Custom Checkbox Questions- External FormCustomize your external form by adding images to custom "checkbox" questions
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.
- 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.
- Bulk Updating Work Order in Table ViewA simple how to guide on how to take bulk actions on your existing Work Orders.
- How to Bulk Add Comments to FlowPath Work OrdersLearn how to efficiently manage your maintenance tasks by adding comments to multiple work orders at once. This guide will save you time by streamlining communication across your team and…
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
- Exporting Work Orders in FlowPath from your Table ViewExporting Work Orders from Table View
- How to Configure and Save Team Work Order FiltersLearn how to organize your workflow by creating and saving custom work order filters assigned to specific teams. This guide helps you streamline management by ensuring the right users have…
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.
- Adding Attachment Requirements to Work Order CategoriesFollow these steps to require photos or attachments on specific work order categories, ensuring the right documentation is captured at the time of creation — whether submitted through an external…