NOTE: Teams, Users, Locations, Assets, Parts, and Vendors must be imported prior to importing Work Orders.
Download Work Order template to desktop
Complete Work Order Template, by adding following information:
Column A: Work Order title
Column B: Work Order Priority (None, Low, Medium, or High)
Column C: Work Order Status (Open, On Hold, In Progress, or Done)
Column D: Work Order Description
Column E: Work Order Categories
Column F: Work Order Created date
Column G: Work Order Due Date
Column H: Work Order Start Date
Column I: Work Order Completed date
Column J: Assets related to Work Order
Column K: Location of work
Column L: Work Order Recurrence (Daily, Weekly, Monthly, or Yearly)
Column M: Work Order creator (User must in org)
Column N: User who completed Work Order
Column O: Vendors linked to Work Order
Column P: Team on Work Order
Column Q: Assignee of Work Order
Column R: Work Order Number
Column S: Procedure Template IDs (Procedures must already be created)
Once complete, save Work Order Template file as .csv
Submit Work Order Template file to MaintainX Support chat feature