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Video Demonstration:

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nameOpen a New Work Order.mp4
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Step-by-Step Guide to Opening a Work Order

  1.  Click "Maintenance" in the header navigation bar.
  2.  Click the "Work Orders" tab.
  3. Click the "New Work Order" button.
  4. 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.

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  2. 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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  3. Complete Maintenance Staff Information

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  2. Optional - Enter a comment:
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  3. Click "Generate Work Order".
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  4. 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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A - Summary: Fill out a summary of the work order. 

B - Work Requested: Fill in a more detailed description of the work to be done in the "Work Requested" field.

C - Maintenance Activity: Search for a maintenance activity that is similar to the work that will be requested.





























A - Priority: Click the "Priority" dropdown, and select the Normal, High, or Emergency priority level.

B - Permission to Enter: Select "Yes" or "No" in for Permission to Enter.

C - Assigned to: Click the "Assigned to:" dropdown and select a user to assign the work order to.

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D -

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Department: Click the "Department" dropdown and select which department the household belongs to.