View/Edit Work Order

How to view/edit a work order

To view or edit a work order, simply follow the steps below:

1. Click on ‘Equipment’ on the menu on the left part of the screen.
2. Click on ‘Work Orders’.
3. Select the work order you want to view or edit and click the pencil/eye icon (depending on your role permissions) at the right of the row.
4. Change the fields that you want.
5. Click on ‘Save’ if you want to save any changes.

Basic information

On the ‘Basic Information’ tab you can view/edit the following fields:

1. Title

The title of the work order.

2. Service

The name of the service of the work order.

3. Worker

The full name of the worker linked to the work order.

4. Implementation Date

The implementation date of the work order.

5. Status

The status of the work order.

6. Skipped

Shows whether the work order has been skipped or not. If a work order has been skipped (ticked box), it will not visible to the worker to whom it has been assigned and to the customer linked to the service.

7. Active

Shows whether the work order is active or not.

8. Description

A description of the work order.

History

On the ‘History’ tab you can view the history log of the work order. The following fields are displayed:

1. Creation Date

The creation date of the work order.

2. Created By

The full name of the person who created the work order.

3. Worker

The full name of the worker linked to the work order.

4. Status

The status of the work order.

5. Implementation Date

The implementation date of the work order.

6. Active

Shows whether the work order is active or not.

Related Workers

On the ‘Related Workers’ you can view the workers related to the work order, or add a new one. The following fields are displayed:

1. Worker

The full name of the worker linked to the work order.

2. Active

Shows whether the work order is active or not.

Assets

On the ‘Assets’ you can view or edit the assets related to the work order. The following fields are displayed:

1. Title

The title of the asset.

2. Property

The property to which the asset belongs.

3. Space

The space to which the asset belongs.

4. Asset Category

The category of the asset linked to the work order.

5. Active

Shows whether the asset is active or not.

Knowledge Base

On the ‘Knowledge Base’ you can view the knowledge base records related to the work order. The following fields are displayed:

1. Title

The title of the knowledge base record.

2. Asset

The name of the asset linked to the knowledge base record.

3. Problem

A description of the issue of the knowledge base record.

4. Reason

The reason of the issue of the knowledge base record.

5. Remedy

The solution to the issue of the knowledge base record.

6. Active

Shows whether the knowledge base record is active or not.

Spare Parts

On the ‘Spare Parts’ you can view or edit the spare parts related to the work order, or add a new one. The following fields are displayed:

1. Title

The title of the spare part.

2. Description

A description of the spare part.

3. Asset

The asset linked to the spare part.

4. Used

Shows whether the spare part is used or not.

5. Quantity

The spare part quantity.

6. Comments

Any comments about the spare part.

7. Active

Shows whether this spare part is active or not.

Maintenance Tasks

On the ‘Maintenance Tasks’ you can view or edit the maintenance tasks related to the work order, or add a new one. The following fields are displayed:

1. Title

The title of the task.

2. Frequency

The frequency that the task should be carried out.

3. Asset

The asset linked to the task.

4. Worker

The full name of the worker that the task has been assigned to.

5. Status

The status of the task.

6. Completion Date

The date and time that the task was completed.

7. Service Request

The service request linked to the task.

8. Active

Shows whether the task is active or not.

Related articles

Read this article to see how you can filter and sort the data of these screens, or even select which columns will appear.