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You need permission to update work orders. Owners, Admins, and Members have it by default.
Notes and files are added through the Update Status dialog. You don’t have to change the status to add them.

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Add a note or file

1

Open the work order

In the sidebar, under Maintenance, click Work Orders, then click the work order.
2

Open the update dialog

Click Update Status. You can also click Add Files in the Files card.
3

Write a note

Type in the Notes field, for example a progress update or an observation.
4

Attach files

Click Take Photo or Record Video to use your device’s camera, or Browse Files to pick files from your device.
5

Save

Leave New Status as it is, or pick a new one. Then click Update Status.
Notes appear under Comments, below the work order’s Activity log. Each comment shows your name, the time, the status the work order had when you left it, and any files you attached. Files also appear in the Files card, where you can view or download them. Each file can be up to 10 MB. Supported types are JPG, PNG, GIF, and WebP images, MP4, MOV, WebM, and MKV videos, PDFs, and Word and Excel documents.
If the work order came from a maintenance request, the person who submitted the request gets an email when you add a note.

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Delete a file

In the Files card, click the delete button on the file. Confirm with Delete File. The file is permanently removed from the work order. Use links to point to external resources, such as a manual or a supplier page.
1

Open the actions menu

On the work order, open the more actions menu and click Add Link.
2

Enter the link

Paste the URL. Relyant fills in the title from the page, which you can change.
3

Save

Save the link. It appears in the Resources section of the work order.

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Next steps

Complete a work order

Mark the work order as done when the task is finished.