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Create Work Log

Creating work logs helps document tasks, track progress, and ensure accurate records for better decision-making.

Updated over 2 weeks ago

Create detailed work logs with these simple steps:

  1. Access the Work Logs Section

    • After logging in, click on Work in the sidebar menu and select Work Logs.

  2. Create a New Work Log

    • Click the New button to start creating a new work log entry.

      Accessing the Work Logs section to view and manage maintenance and task records.

  3. Enter General Information

    • Provide the Name of the work log at the top of the form.

    • In the General Info section, write a Description, set the Status, associate an Asset or link a Project if necessary.

      Filling out work log details including name, description, status, and linked asset or project.

  4. Select Form Filling Options

    • Under the Forms section, choose how you would like to enable form filling for this work log.

  5. Configure Settings

    • In the Settings section, specify which options should be visible when entering new work log entries.

      Configuring form access and entry settings like category, asset, project, and labor fields.

  6. Set Permissions

    • Under the Permissions section, assign the necessary user permissions for the work log. For more details on permissions follow this link.

  7. Save Your Work Log

    • Once all details are entered, click Save to add the new work log to the list.

      Saved work log entry listed with full details and linked asset and project information.




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