step 1

Click the ‘Raise New’ menu option under Work Orders to launch the Work Order creation wizard.

step 2

Select a Contract, Site and Assets. Repeat for all Assets to add to the Work Order. Click the Next button when done.

• This can be achieved via keyboard or touch methods (multiple assets from the same asset type can be added by clicking the ‘+’ on the asset type name).

• Note: Once one asset is added to the Work Order, the Contract and Site fields are locked and do not need entering again. Repeat the process for all the assets to be added to the Work Order.

step 3

Enter the details of the Work Order. Click the Next button when done.

• Enter information into the Description, Service Provider, Work Order Tags, Work Order Type, Priority and Requestor fields.

• Add Commence Before and Complete By dates and times in the ‘Attendance & Completion Times’ section.

step 4

Faults. This section is not yet implemented. Click Next to continue.

step 5

Select Documents (optional)

• Drag and drop files into the drop files box, or add by clicking the Add Document (plus) button. Click the Next button.

• Each document selected must have a Document Type applied. Do this by clicking the edit button on the Document table, and selecting a Document Type on the popup form.

• Depending on the Document Types selected, multiple Document Types can be applied against a single document.

• Click Next to continue.

step 6

Review the details of the Work Order. When ready, select who to send the Work Order to and click ‘Create and Send’.

step 7

The new Work Order is now complete and sent to the appropriate parties.

• Should additional changes need to be made, or documents added, click the ‘View Work Order xxxx’ button in the bottom right corner. This will open the work order, allowing changes to be made.

step 1

Click the ‘List’ menu option under ‘Assets’ on the Navigation Panel.

step 2

On the Asset List screen, filter assets by Contract or Site if necessary, or unpack the asset that you require by clicking on the Site, Location and Asset Type. Then select an Asset.

step 3

On the Asset Details screen expand the Open Work Orders accordion. Click on the ‘Raise new Work Order’ button

step 4

Note: The Contract, Site and Asset should be pre-populated when starting the new Work Order from the Asset view. Check the details are correct and add additional Assets to the Work Order if required. Click the Next button to continue. Refer to step 1.3 to complete the Work Order creation process.

step 1

Click the ‘List’ menu option under ‘Contracts’ on the Navigation Panel.

step 2

Select a Contract to open the Contract Dashboard

step 3

In the Contract Details & Contacts widget, click on the New Work Order (plus) button.

step 4

Refer to step 1.2 to complete the Work Order creation process.

step 1

Click the ‘List’ option under ‘Sites’ on the Navigation Panel.

step 2

In the Actions column of the Site List table, click the ‘New Work Order’ (asterisk) button.

step 3

Refer to step 1.2 to complete the Work Order creation process.