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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. Fill out a summary of the work order, this will act as a title. For example: "Window Repair on Unit 123 Example St."
  5. Fill in a more detailed description of the work to be done in the "Work Requested" field.
  6. 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.
    2. If Creating Work Order for Unit: Search for and select a household or unit that the work order will pertain to.
  7. Click the "Permission to Enter" checkbox if permission has been given.
  8. Click the "Assigned to:" dropdown and select a user to assign the work order to.
  9. Optional - Enter a comment.
  10. Click "Generate Work Order".
  11. Success! You have created a new work order. You will then be prompted with the choice to view the work orders details, 
  12. You will be redirected to the list of work orders, with the newly created work order shown.

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