- You create one directly from the Work Orders page.
- A maintenance request is converted into a work order.
- A preventive maintenance schedule generates one automatically. These show a PM badge next to the work order number.
- You create one from an asset, a location booking, or an asset booking. The work order is linked to that record.
Open work orders
In the sidebar, under Maintenance, click Work Orders. On a desktop screen, clicking a work order opens it in a side panel next to the list. Click the open full page button in the panel to see the full detail page. On smaller screens, the work order opens as its own page.Work order statuses
New work orders start as Open. You can move a work order to any other status at any time. See Update work order status.
Priority levels
Each work order has one of three priorities: Low, Medium, or High. New work orders default to Medium.Find work orders
Quick filter tabs
Use the tabs above the list to narrow the scope:- All — every work order you can see
- Assigned to Me — work orders assigned to you
- Created by Me — work orders you created
Status counts
A row of status counts sits above the list. It shows how many work orders are in each status for the current tab. Open always shows. Other statuses show only when they have at least one work order. Click a count to add that status to the status filter. Click it again to remove it. You can select several statuses at once.The status counts follow the selected tab only. They ignore your other filters, so they stay a stable reference while you narrow the list.
Search and filters
Search by work order number, title, or description. Then combine any of these filters:
Click Clear to remove all filters. On mobile, tap the filter button to open the filters panel.
Sort the list
In the list view, click a column header to sort by that column. Click it again to reverse the order. You can sort by Number, title, location, asset, category, status, priority, assignee, requester, start time, end time, due date, created date, and rating.Sorting applies to the work orders on the current page. By default, the newest work orders appear first.
List and board views
Click List or Board to switch views. The board view groups work orders into columns. Click the settings button next to the view toggle to adjust the board. Relyant remembers your choice for your organization.Who can do what
How-to guides
Create a work order
Create a new maintenance task.
Assign and prioritize
Set the assignee and priority.
Update work order status
Move a work order through its lifecycle.
Add files and notes
Attach files, add notes, and link resources.
Complete a work order
Record parts used and close out the work.
Work order settings
Configure categories, numbering, and ratings.