In the following pages the basic components of a work order are displayed and I will go through the various components:

First in the upper right we see a back button, the Work order number and a printer icon, click the printer icon to print this Work Order individually.

Next moving left to right we see the property and the date/time the work order was submitted

Below that is the budget (if districts are displaying this as an option to be included in work orders).

Next is the location. This would be the room or area the specific problem is located. 

Description of the issue.

Action taken → what maintenance did to address this issue.

Purpose, Priority, Work Category, Worker Name, Trade and Contractor (if enabled)

Requested Date (by school), Scheduled Date/Time (by M&O), Closed Date and Current Status.

To the right there are the following buttons:

  • Costs - All Work Order Related costs i.e. labor, material, contractor, and other costs are stored.

  • Show files - A number here would indicate that files are attached to this work order. Click here to view them.

  • History - Every time a change is made to this work order, the person who made the change and what change was made is recorded with a date/time stamp in the history. 

  • Forward - You can forward work orders via email to any recipient you want. You may copy the details of the work order into the body of the forwarded email or include a link to the work order itself if the recipient is a user in the system. 

  • Project/Dupe - By clicking this button, you can create a project in one of two ways. You can duplicate the existing work order, which creates a parent child relationship between the two work orders (and any number of work orders you duplicate). Or you can name the project, otherwise the system will default to naming the project the original work order’s number if no name is given.

  • Print Queue - When you receive a work order it populates the print queue. If you make a change and want to print out the work order, you can simply add it to the print queue again and reprint it or you can click the printer icon above this column of buttons to just print this work order by itself.

  • Assign Asset - You can assign “attach an asset” to this work order here.

  • Undo - This will undo all unsaved changes. 

  • Shared Toggle - Toggling this on allows all members of the maintenance staff access to this work order.

  • Follow up toggle - Evoking this will add this work order to a report that one can print out to have a follow up list for reference.

  • Show reports - The specific work order reports that are available to the user.

  • Update - Save Changes - Click this to save your changes and notify the originator of this work order that something has changed.

  • Quiet Update - Saves Changes but does not generate update emails.