Create/Request Work Orders

If given permission, technicians have the ability to create work orders from Service IT, otherwise they can request a work order. 

To create a work order, the technician will tap on the [+] sign on the Home Screen within the Work Orders card. 

The Technician will be prompted to select a work order type. NOTE: The list of available work order types is populated from the HQ Admin/Work Order Types section. Only work order types where 'Technician Can Create' or 'Technician Can Request' is set to 'Yes' will be displayed.

Once the work order type is selected, the Technician will then complete the fields required to create the work order

Once clicked, a new page will open where the technician can select the Location (if not already selected), add a description of the problem, select the equipment, and any labels that apply. For PM’s, the tablet must be online (to load the checklist) and equipment is required to create work orders.

To check if the technician is creating or requesting a work order, look at the top of the screen after tapping on the plus sign. It will either say “Create Work Order” or “Request Work Order”. 

Note: When selecting the location, the pop up is only going to load the locations the technician currently has work orders for on their tablet. To view more locations, simply start typing in the search bar and more locations will be searched on. 

IMPORTANT: If the equipment status is set to 'Inactive' in HQ (Admin/Equipment), technicians will not be able to request or create a work order for that serial number. A prompt will display: 'This equipment is not active in the system. Please contact the office for further assistance.'

Click here to learn more about work order requests in HQ.