Pre-requisite
To access the Work Order Creation feature, you must have an active account and be logged into the platform.
Navigation to the Work Order Creation Page
To create a new work order click on Work Orders from the left menu. Click on the “Add New Work Order” CTA in the top right corner.
A sidebar will open where the user can add the information for the work order. The users can create two types of work orders.
Service Request Work Order
The service request work order is created when maintenance work is required for the machines sold to the facilities. By default, the service request is selected and the user can create the work order by filling out the following options.
Select Facility (Required): Select a facility from the list of facilities for whom the work order is being created.
Select Machine (Required): Select a machine from the list of machines for which the work order is being created. The list will only include the machines sold to the selected facility.
Select Reporter (Optional): Select the reporter from the list of facility users’ accounts.
Work Order Title (Required): Write the title of the work order.
Work Order Description (Optional): Describe what work is required by the facility.
When all the required information is added user can submit the work order. The submitted work order is added to the top of the Work Order List.
Spare Parts Work Order
The spare parts request work order is created when new parts are required for the machines sold to the facilities. To create a spare parts work order, select the “Spare Part Order” option as the work order type and fill in the following information
Select Facility (Required): Select a facility from the list of facilities for whom the work order is being created.
Select Machine (Required): Select a machine from the list of machines for which the work order is being created. The list will only include the machines sold to the selected facility.
Select Parts (Optional): Select the parts and quantity the facility wants to order. Only parts that are added to the selected machine will be available for the selection.
Select Reporter (Optional): Select the reporter from the list of facility users’ accounts.
Work Order Title (Required): Write the title of the work order.
Work Order Description (Optional): Describe what work is required by the facility.
When all the required information is added user can submit the work order. The submitted work order is added to the top of the Work Order List.
