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 the Processes/Flow 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 has not begun progress, or an In Progress Work order.
2. Enter in the work completed, and either select "Save and Finish Later or "Work is Complete". 
3. The status of the work order will then change to "In Progress".

In Review - 

1. Open a work order that has the status of "In Progress."
2. Click the "Finished Working" button.
3. The status of the work order will then be changed to "Ready for Review".

Review and Close - 

1. Open a work order that has the status of "Ready for 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".