You need permission to create work orders. Owners, Admins, and Members have it by default.
Steps
1
Go to work orders
In the sidebar, under Maintenance, click Work Orders.
2
Open the form
Click Create Work Order.
3
Enter a title and description
Type a short title in the Issue title… field. This is the only required field. Add more context in the Add description… field.
4
Set the details
Use the buttons below the description to set the rest of the work order:
If the asset you pick has a location, Relyant sets the location from the asset and locks it.
5
Add dates (optional)
Open the more options menu to choose Set start date, Set end date, or Set due date. Each one offers quick picks, such as Tomorrow, End of this week, or In one week, or Custom… to pick a date. Start and end dates can include a time.In the same menu, select Preventive maintenance to mark the work order as preventive. It then shows a PM badge.
6
Create
Click Create Work Order. The work order starts with Open status. If you assigned someone, they get an email notification.
Edit a work order
Open the work order and click Edit. Change any field, then click Update Work Order. You need permission to update work orders.Delete a work order
Open the work order, open the more actions menu, and click Delete. You can also delete work orders from the row menu in the list, or select several rows to delete them in bulk. Only Owners and Admins can delete work orders. Deleting can’t be undone.Next steps
Assign and prioritize
Change the assignee or priority after creation.
Add files and notes
Attach supporting documents to the work order.