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The "Repair" button

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launches the steps necessary to opening a work order. To view a list of work orders, see Work Orders.

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Open a Work Order

1. Click Repair - Open a Work Order.
2. The New Work Order Wizard will launch.
3. Complete General Information:
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   1. Fill out a summary of the work order. 
   2. Fill in a more detailed description of the work to be done in the "Work Requested" field.
   3. Select a Requested On date
   4. Choose from a list of pre-configured Maintenance Activities if applicable 
   5. Choose from a list of pre-configured Funding Sources if applicable 
4. Complete Property Information:
   
   1. Checkmark whether the work order is for a common area, or housing unit.
      1. If Creating Work Order for Common Area: Manually type in the address, select a program, and project.
         
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      2. If Creating Work Order for Unit: Search for and select a household or unit that the work order will pertain to.
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5. Complete Maintenance Staff Information
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   1. Click the Priority dropdown, and select the Normal, High, or Emergency priority level.
   2. Select "Yes" or "No" in for Permission to Enter.
   3. Select Staff or Vendors to search. 
   4. Select "Assigned to" to search for Staff or Vendor by name or email.
   5. Click the Department dropdown to select Department of Mandatory Checks, Tenant Request, Move in Preparation, or Emergency Action.
   6. Choose from a list of pre-configured status options 
6. Fill Out All Optional or Required Custom Fields

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1. Optional - Enter a comment:
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2. Click "Generate Work Order".
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3. Success! You have created a new work order. You will then be prompted with the choice to view the individual work order's details, or return to the overview list.
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For More Information on Creating a Work Order, Work Order Process, Attachments, and Billing, see Work Orders.