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Getting Started with Work Orders

Logging In to Work Order Management
First time Work Order Management System users need to 'sync' their Facility Management account with the Work Order system. Follow the directions...
Fri, 11 Sep, 2020 at 6:21 PM
Managing Users
To Add a New User Click the "Add New User" link button at the bottom of the page. Use the users email address as their username as it is unique, ...
Fri, 5 Jun, 2020 at 11:40 AM
How do I Create a Work Order?
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, clic...
Fri, 5 Jun, 2020 at 11:40 AM
What is the Basic Workflow of a Work Order?
1. Order Originator creates a work order. → Status Submitted - This status causes the work order to display in an approver’s inbox for that property 2. ...
Fri, 5 Jun, 2020 at 11:40 AM
The Different Statuses of a Work Order and What They Mean
Status Submitted - This status causes the work order to display in an approver’s inbox for that property Status Approved - This status causes the work ...
Fri, 5 Jun, 2020 at 11:41 AM
Understanding a Work Order and its Components
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 ...
Fri, 5 Jun, 2020 at 11:41 AM
What is the Work Order Calendar?
There is a calendar feature accessible via Work Orders → Calendar that will display all ‘scheduled’ work orders in a simple calendar format to know what spe...
Fri, 5 Jun, 2020 at 11:41 AM
What are Receiving Work Orders?
Work orders get to M&O via the receive screen. All work orders are received by Maintenance through this portal. Below the receive option on the left sid...
Fri, 5 Jun, 2020 at 11:41 AM
What are Recurring Work Orders?
Recurring Work Orders are work orders that are created in advance for areas of routine — pre-planned maintenance such as inspections, changing filters, oil,...
Fri, 5 Jun, 2020 at 11:41 AM
How do I Create Recurring Work Orders?
Creating a recurring work order is broken into 2 steps. Step 1 is creating an inspection profile which details the inspection task area and step 2 is assign...
Fri, 5 Jun, 2020 at 11:41 AM
How do I Search for a Specific Work Order?
If you know the work order number you are looking for you can enter it in the text box in the upper right corner of the screen. If you don't know the n...
Fri, 5 Jun, 2020 at 11:41 AM
What are Estimates? - Feature Overview
An estimate in the system is identified as an estimate, by its purpose. When submitting a request for estimate, by selecting a purpose that is marked in its...
Fri, 5 Jun, 2020 at 11:41 AM
Estimates - How to Setup Feature, a Process, and Procedure
Estimates can be called anything in the system - e.g. Estimate, Estimate Request, etc.  An estimated work order is simply a work order with a Purpose called...
Fri, 5 Jun, 2020 at 11:41 AM