Open a New Work Order

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:
   
   
   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.
5. 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.
         
      2. If Creating Work Order for Unit: Search for and select a household or unit that the work order will pertain to.
         
6. Complete Maintenance Staff Information
   
   
   1. Click the Priority dropdown, and select the Normal, High, or Emergency priority level.
   2. Select "Yes" or "No" in for Permission to Enter.
   3. Click the "Assigned to:" dropdown and select a user to assign the work order to.
7. Optional - Enter a comment:
   
   
8. Click "Generate Work Order".
   
9. 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