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Work Orders

Definitive guide to creation, management, tracking, and closure.

Creation and Detail

  • Manual Creation: Step-by-step to initiate a work order.
  • Template Use: Standardize recurring jobs for speed and consistency.
  • Core Information: ID, Type, Scope, Labor & Materials, Associated Asset.

Status and Workflow Management

Draft → Pending Approval → Scheduled → In Progress → On Hold → Complete → Closed.

  • Automated Triggers: Auto-advance status and notify users.
  • Time & Cost Tracking: Log actual labor and materials for accurate reporting.

Work Order Closure and Documentation

  • Finalizing the Work: Capture completion notes and actions taken.
  • Digital Signatures: Collect sign-off on device.
  • Historical Record: Archive against the asset's maintenance history.