Step-by-Step Guide to Opening a Work Order
- Click "Maintenance" in the header navigation bar.
- Click the "Work Orders" tab.
- Click the "New Work Order" button.
- Complete General Information:
- Complete Property Information:
- Checkmark whether the work order is for a common area, or housing unit.
- If Creating Work Order for Common Area: Manually type in the address, select a program, and project.
- If Creating Work Order for Unit: Search for and select a household or unit that the work order will pertain to.
- If Creating Work Order for Common Area: Manually type in the address, select a program, and project.
- Checkmark whether the work order is for a common area, or housing unit.
- Complete Maintenance Staff Information
- Optional - Enter a comment:
- Click "Generate Work Order".
- 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.
Video Demonstration
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.
D - Department: Click the "Department" dropdown and select which department the household belongs to.