To submit a Work Order, tap the Plus icon on the task bar at the bottom of most windows.
On the drop-down menu, select Create Work Order to open a window and enter the details as well as attach images or documents.
- Select an Item or Location (required). If you select an Item, the Location fields are completed.
- Tap the Next button.
- Complete the Work Order Details page.
- Tap the Next button.
- Complete the Task Info page.
- Tap the Next button.
- (Optional) Attach any images or files.
- Tap the Submit button.
Your Work Order is sent to the main application.
Change Request Date for Created Work Orders
When Technicians create a Work Order using the Create WO feature, they have the option to change the Request Date.
This can be used to reflect the time the work was requested rather than the time the Work Order was entered. Accurately reflect a work order request date when you are delayed in entering it. If Administrators do not wish to allow this, you can update the Work Order System Form Attributes.
By default, the field reflects the current date and time.
1. Tap in the Request Date field.
2. Select the desired date and tap OK.
3. Accept or change the time and tap OK.
The Request Date field then reflects the new date.