How to Create a Work Order

Follow these steps to generate an actionable task for your maintenance team.

Step 1: Navigate to Work Orders

From the main sidebar, expand Maintenance and select Work Orders. Click the + Create button in the top-right corner.

Step 2: Complete the Creation Form

Field	Instruction	Required
Name	Enter a clear, concise title for the task (e.g., “Replace Primary Air Filter”).	✅ Yes
Status	Select the current state of the order (Draft or Open).	✅ Yes
Work On	Toggle between Assets or Facility, then search for the specific target.	✅ Yes
Category	Categorize the nature of the work (e.g., Corrective, Preventive, or Other).	✅ Yes
Priority	Select the urgency level: None, Low, Medium, High, or Critical.	✅ Yes
Types	Specify the exact maintenance type (e.g., Replacement, Safety, Inspection).	✅ Yes
Assign to	Select the specific user or technician responsible for executing the work.	—
Suggested Start Date	Select the calendar date and exact time the work should begin.	—
Due Date	Select the absolute deadline date and time for task completion.	—
Estimated Duration	Input the anticipated working time in Hours and Minutes.	—
Description	Enter the full diagnostic details or operational instructions.	—
Budget Account	Select the applicable financial account to track expenses.	—
Charge Department	Select the internal department responsible for the cost.	—

tip: System Admin Tip Are you missing a specific dropdown option for Types, Budget Account, or Charge Department? These lists are controlled globally. You must add the missing values in the Reference Data module first.

Step 3: Submit the Work Order

Review all entered data for accuracy. Click the Submit button to generate the Work Order and immediately notify the assigned technician.