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Step-By-Step Guide to Completing a Work Order

1. Assign Work Order - There are multiple ways to assign a work order to a maintenance worker. You can do so during the creation of the work order, upon editing the work order details, and/or when beginning the work order.

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2. Open work order that is unassigned. 

3. Click Start Working  - 

1. Open the work order you want to start work on 

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2. Click the "Start Working" button.

43. A modal popup will prompt the user to select a User that will be assigned the work order.
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5. Select an assignee from the dropdown menu.

6. Click "OK".

7You can choose to leave the work order unassigned, or select a staff member, or a vendor

4. To select either staff or a vendor, select the radio button and choose from the dropdown list. Note: The staff and vendors available can be configured in the Work Order Configuration tab. A work order must be assigned to show up in the Work Order iPad application. 

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5. Click OK

6. This Work Order is now assigned and In Progress and will show up in the selected assignee's list of work orders, and work can begin.Start Working

Add Work  - 

1. Click the Start Working button in a new work order you want to work on, or select an In Progress work orderOnce the Work Order is in progress, a window will appear allowing you to log work. 
2. Enter in the work completed, and either select Save and Finish Later or Work is Complete 
3. Check the Smoke Detector checkbox if the detector has been inspected.
4. The status of If you clicked Save and Finish Later the work order will then change close and remain In Progress. If you selected Work is Complete move to the next steps.

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In Review - 

1. After clicking the Work is Complete button, a modal popup will appear prompting the user to select a user assigned to review the work order.
2. Select a Reviewer, then click OK.
3. The status of the work order will then be changed to In Review

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