Create a Work Order

Some Requests need work from staff in different departments. Work Orders let you assign tasks to specific people so the work can be done and the Request can be resolved.

Work Orders (WO) help organize and measure the work that needs to be done. You can think of them like transactions. Each one is clearly defined, has an owner, and can be acted on.

Create a Work Order Within an Existing Request

Most often, a Work Order is a task that needs to be completed in order to Close a Request. As such, a Work Order can be created within a Request and it will be connected to that Request.

1. Sign in to your site if you have not done so already

2. Navigate to an existing Request

3. Select Full Page View

4. Scroll down along the right side of the Request Detail View and click New Work Order

5. Complete the fields within the new Work Order

6. Select an Assignee

7. Fill in the remaining details

   • Category: Select the category for the work order

   • Status: There are two statuses: To-Do and Done

   • Assignee: This is the person who will be notified of the new Work Order and be responsible for completing that work

   • Due Date: The Due Date gives the assignee an understanding of the urgency of this Work Order

   • Location: When creating a Work Order within a Request, the location is automatically set as the Request's location

   • Description: Add a description of the work order

8. Click Submit

Create a Standalone Work Order

If you need to create a Work Order that's not connected to an existing Request, you can use the New button and then click Work Order.

1. Sign in to your site if you have not done so already

2. Navigate to New, then select Work Order

3. Enter the Address or drag the map marker to the Location

4. Select your Category

5. Select an Assignee

6. Fill in the remaining details

   • Category: Select the category for the work order

   • Status: There are two statuses: To-Do and Done

   • Assignee: This is the person who will be notified of the new Work Order and be responsible for completing that work

   • Due Date: The Due Date gives the assignee an understanding of the urgency of this Work Order

   • Location: When creating a Work Order within a Request, the location is automatically set as the Request's location

   • Description: Add a description of the work order,

7. Click Submit