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Step By Step Guide to the Processes/Flow of a Work Order

Assign Work Order - Image RemovedThere are multiple ways to assign a work order to a maintenance worker. The first chance to make an assignment, is during the creation of the work order, upon editing the work order details, and/or when beginning the work order.

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  1. Open work order that is unassigned. 
  2. Click the "Assign Work Order" button.Edit mode will open, with the status of the work order now set to "Assigned".Start Working Button"
  3. A modal will prompt the user to select a User that will be assigned the work order.
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  4. Select an assignee from the "Assigned To:" dropdown menu.
  5. Click "SaveOK".
  6. This Work Order is now assigned and will show up in the selected assignee's list of work orders, and work can begin.

Begin Work Start Working  - 

  1. Open Click the "Start Working Button" in a work order that has the status of "Assigned".Click the "Start Working" buttonnot begun progress, or an In Progress Work order.
  2. Enter in the work completed, and either select "Save and Finish Later or "Work is Complete"
  3. The status of the work order will then change to "In Progress".

Finish Work In Review 

  1. Open a work order that has the status of "In Progress."
  2. Click the "Finished Working" button.
  3. The status of the work order will then be changed to "Ready for Review".

Review and Complete Close

  1. Open a work order that has the status of "Ready for Review".
  2. Perform the review process for the specific work order.
  3. Click the "Complete Work Order" button. 
  4. The status of the work order will be set to "Completed".