Getting Started with Work Orders
First time Work Order Management System users need to 'sync' their Facility Management account with the Work Order system. Follow the directions b...
Thu, 8 Sep, 2022 at 2:22 PM
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
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...
Thu, 8 Sep, 2022 at 11:29 AM
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
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
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
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
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
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
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
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 nu...
Fri, 5 Jun, 2020 at 11:41 AM
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 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
Here are the instructions on how to add users into the WO system: Please go to: Manage --> people --> users Click on "Add New" Ente...
Fri, 2 Jun, 2023 at 9:13 PM