🛠️ A work order is one job placed on the floor plan, with who does it and by when. On a phone, see Create a work order from your phone.
You need the Editor role or higher. Viewers can read and comment.
Create a work order
Open the site, building or floor where the job is. Click Add new in the toolbar at the bottom of the map and choose Work order, or click Add work order at the top of the Work orders topic. With no site selected, the Add new dialog asks for a Site and Building first.
A banner reads Click the map to place work order. Click the spot on the floor plan, a space or an asset. To create it without a marker, click Skip in the banner.
The work order opens in its detail card with the status Open. Click Name your work order and type what is wrong.
Fill in the details
Assignee: the member who does the job. They get an email with a link to the work order.
Priority: Low, Normal or High.
Category: what kind of fault it is, from Heating/Cooling/Ventilation and Water/Drainage to Elevators, Cleaning and Other. The same list is used for work requests and as a filter.
Due date.
Description: what needs to be done, for whoever does it.
Collaborators: members who follow the work order and get its notifications.
Relation (room or asset): the space or asset the job is about, so it shows on that item too.
Add image, and the Data fields your organization has added to work orders.
Keep it moving
Change the Status from Open to In progress, On hold or Completed. Everyone with access to the site can write under Add a comment...; Editors can also add photos. The creator, the assignee, the collaborators and anyone who has clicked the bell (Receive notifications about activity on this work order) get an email. It goes out when the status, priority or assignee changes, when the work order is completed and when someone comments. Several changes within a short time arrive as one summary email. You never get an email about your own change.
Find the ones that matter
The Work orders topic lists every work order on the selected site, building or floor. Filter on Status, Priority, Category and Due date, with shortcuts for Today, This week, Next week and Past. Switch to the table view to edit many at once, and click Export to download the current list as an Excel file.
More options
The three dots on the detail card hold Relocate, Clear position, Convert to drawing edit, Export as a PDF of the floor plan with the work order marked, and Delete work order. Edit data fields is for Admins and sets which data fields every work order carries.
If it doesn't work
There is no Add new or Add work order
Viewers cannot create work orders. Ask an Admin in your organization to change your role. See Get access when something is missing.
Clicking the map does nothing
On a floor plan the click has to land on the drawing, a space or an asset, not on the empty area around it. Or click Skip to create the work order without a marker.
The status or due date is grayed out
Some organizations let only Admins change the status or the due date. Ask an Admin.
Nobody got an email
Only the creator, the assignee, the collaborators and members who clicked the bell are notified, and never about their own change. Several changes in a short time are bundled into one email.
