Work Order

Work orders are essential for managing maintenance tasks. Each work order follows a standard operational workflow. You can create work orders through both the web platform and mobile app.

You can use it to:

Track operator actions throughout the workflow.
Monitor work hours and costs associated with each work order.

Below lists the work order status:

Status	Description
Created	After the work order is generated.
Assigned	Assigned operators to carry out the work order.
In Progress	Operator is carrying out the work order.
On Hold	The operator paused the work order for some reason.
Executed	Operator finished the work order.
Cancelled	"Created, Assigned and In Progress" work order can be cancelled.
Returned	Returned before the first assignment due to incorrect work order generation.
Closed	The work order has been evaluated and passed. If the evaluation fails, the status reverts to "Assigned".

Add Work Order

Click "Add" in the top right corner.
Select "WO Type" and "Priority" configured on the Custom Configuration page.
Enter a description for the work order.
Upload attachments (optional).
Select the location of the work order.
Select "Equipment" or "Equipment Type" (optional).
Select a "Tag" configured on the Custom Configuration page (optional).
Enter a requester name and notes (optional).
Click "Submit".

Return Work Order

Click "Return Work Order" in the "Actions" column of an eligible work order (in the All/Created tab), or in the upper right corner of the work order detail page.
Select a reason in the pop-up.
Click "OK".

Assign Work Order

Click "Assign" in the "Actions" column of the "Created" tab.
Select Work Order Type configured on the Custom Configuration page.
Select internal operators.
Note: You can select from enterprise users on the User Management page.
Select "Yes" or "No" under "Work Permit Required?"
Select "Scheduled Completion Time".
Enter an estimated duration (optional).
Note: You can estimate how long the work order will take.
Select "No" or "Yes" under "Report of finished work?"
Note: If you select "Yes", you need to fill in its result, time, part information and cost information. Then its status will become "Closed". If you select "No", then the work order's status will become "Assigned". You can view the response time and total duration on the details page.
Click "Assign Now".

Reassign Work Order

Click "Reassign" in the "Actions" column of the "Assigned" tab.
Select Work Order Type configured on the Custom Configuration page.
Select "Internal" or "External" under "Resources".
Note: If you select "Internal", you can select from enterprise users on the User Management page. If you select "External", you can select from service provider users on the Service Provider Management page.
Select "Job Class".
Select "Yes" or "No" under "Work Permit Required?".
Note: If you select "Yes", you need to upload a file to prove that you are allowed to carry out the work order.
Click "Reassign Now"

Edit Work Orders

Work orders can only be edited in the "Created" "Assigned" or "Completed" status.

Work Order Source	Definition
Temporary Work Order	Created not from maintenance plans, could be from service requests, etc.
Maintenance Work Order	Created from maintenance plans
Alarm-Manual	Created from Alarm Log page

Work Order Status	Editable Fields for Temporary Work Order	Editable Fields for Maintenance Work Order
Created	Work Order Type, Priority, Location, Tags, WO Description, WO Attachments, Requested By, Notes	Priority
Assigned	Work Order Type, Priority, Location, Tags, Requested By, Notes, Work Permit, Scheduled Completion Time	Priority, Work Type, Work Permit
Completed	Work Order Type, Priority, Location, Tags, WO Attachments, Working Hours Information, Parts Information, Cost Information	WO Attachments

Execute Work Order

Find the work order you need to execute on the "All" or "Assigned" tab.
Click "Start Work" on the work order list or details page.
Note: The operator who clicks this button will become the main operator of the work order. Only the main operator can click "Submit" to complete the work order. Other operators can also assist with tasks to improve operational efficiency.
Finish the tasks.
Note: Only maintenance plan work orders require completing tasks.
Enter notes and upload images and attachments (optional).
Select work hours and add part information. Add cost information (optional).
You can also view details of the work order and dial the number beside "Created By" in the "Other Information" tab.
Click "Submit".

Evaluate Work Order

Find the work order you need to evaluate on the "All" or "Executed" tab.
Note: If it is on the "All" tab, you need to find a work order in "Executed" status.
Click "Evaluate" on the work order list or work order details page.
Select "Pass" or "Fail".
Note: If you select "Pass," the work order will be closed. Additionally, if the work order originates from an alarm log, a pop-up will appear prompting you to close the alarm log as well; If you select "Fail", the work order will be pending reassignment.
Click "Confirm".

Cancel Work Order

Click "Cancel Work Order" in the "Actions" column of any tab under "Created", "Assigned", and "Ongoing".
Enter a reason for the cancellation.
Click "OK".
Note: You cannot make any changes to the work order.

Spot Check Work Order

Click "Spot Check" in the "Actions" column of the "Closed" tab.
Select "Pass" or "Fail" in the pop-up.
Note: If you select "Pass", you cannot make any further changes to the work order. If you select "Fail", a "Rework" button will appear next to the work order. After clicking "Rework", the work order can be reassigned.

Add/Edit Work Order Comments

In the work order list, find the work order you wish to review and proceed to its detail page.
Enter/edit the comment content at the bottom right corner.
Upload files (optional)
Note: The formats include:
Documents: .pdf, .doc, .docx
Spreadsheets: .xls, .xlsx, .csv
Presentations: .ppt, .pptx
Text Files: .txt
Images: .jpg, .jpeg, .png
Archives: .zip, .rar, .7z
Videos: .mp4, .mov, .hevc
Model: .dwg
Click "Send".