Work Order Process

The basic flow of a work order is Unassigned/Assigned > In Progress > Ready for Review > Complete. This guide will show you how to go through this process, and point out what to do if you need to go back a step and/or reopen a work order.

Step-By-Step Guide to Completion of a Work Order

Assign Work Order - There 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.

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

Start Working  - 

1. Click the "Start Working Button" in a work order that is "Scheduled", or select an "In Progress" Work order.
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 the work order will then change to "In Progress".

In Review - 

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

Review and Close - 

1. Open a work order that has the status of "In 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".
5. If any charges were set for this work order to be charged to the tenant, upon closure an auto charge will be posted to the households tenant ledger for the total amount.