How to create Work Orders

Create a Work Order in the maintenance Module.

1. Navigate to Maintenance Module:

• Open the wrkspot application 
• On the left side panel you will see a module called “Maintenance”
• Click on this “ Maintenance”

2. Initiate Work Order Creation:

• Click on “Create Work Order” located at the top right of the screen.
• Fill in Work Order Details:

• Enter the required information in the provided fields.

3. Assigning the Work Order (Optional):

• You have two options:
  • Assign Now: Select an employee to assign the work order.
  • Assign Later: Leave the assignment field blank if you wish to assign it later.

4. Finalize the Work Order:

• Click on the “Add Card” button to create the work order.

Managing and Tracking Work Orders

1. Locating Unassigned Work Orders:

• Find unassigned work orders in the “Open Pool.”
• Claim a work order by clicking the Plus (+) button on its card.

2. Tracking Assigned Work Orders:

• Assigned work orders are listed under the “Assigned” tab.

3. Understanding Work Order Statuses:

• Open Pool: All unassigned work orders.
• Assigned: Work orders assigned to employees.
• On Hold: Work orders currently on hold.
• In Progress: Work orders that are being actively worked on.
• Completed: Work orders that have been finished.

Filtering Work Orders

1. By Time Period:

• In the Maintenance Module, find and click the date range menu.
• Select the desired date range to view work orders within that pay cycle.

2. By Priority:

• Click on the “All Priorities” dropdown menu.
• Choose the priority level to filter work orders by priority.

3. By Type:

• Select from the “All Types” dropdown menu.
• Choose the type of work order to filter.

4. By Search:

• Use the search bar to find specific work orders (by room, type, name, etc.).

5. By Unassigned Status:

• Check the “Unassigned” box to view all unassigned work orders.

6. Downloading Work Orders:

• Click on the “Download” option in the Maintenance Module.
• The system will generate and download an Excel file of the work orders.
• Note: You can apply filters before downloading to get specific types of work orders.
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Need More Help?

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