What information Maintenance needs to process a work order at its most basic level is where and what the problem is.
To create a new work order, click “New” in the left sidebar or scroll your mouse over the drop-down menu labeled “Work Orders” and click “New.”
If the user is assigned a property it will default to that property. If you have multi-site access you can set your property.
Select the location of your issue by selecting either from the drop-down list of locations
or by typing it in the location box. This is dependent on how the district is set up.
If you are using the drop-down list you can add a location on the fly by clicking the blue plus button. Once you have added a new location it will be available from the drop-down from now on.
In the description section, describe the issue that needs to be addressed.
This creates a work order with the default priority of medium and purpose of routine repair and maintenance.
Note: if you have a higher priority issue than routine, call maintenance for them to change the priority for this specific work order.
Attaching a document or photo: Once the work order has been created, a success page displays with the work order number. You can add a picture or a document to the work order from this screen by clicking on “Browse” under files for this work order. That will search your computer for a file to upload to this specific work order. Select the file and then click upload file.