Adding a Work Order

Updated by Cheryl Wallace

  1. Click Service in the left side menu bar and click Work Orders.
  2. Click  to add a new record.
  3. Enter the basic information for the work order.
    1. Uncheck the Use Current Date & Time? box to use a different date/time than the present, if needed.
    2. Select the stocking point where the item belongs in the Location Name list.
    3. Select the Item ID for the serialized item requiring service. The Part No and Description will be displayed as well as the details on the Asset tab.
    4. Set the Status and Priority for the work order.
  4. Click the Work To Do tab and define the required service.
    1. Select the Task describing the required service. Read-only fields including the Type, Instructions, Estimated Costs are populated. If the task has any required material or parts, these will be displayed on the Required Inventory tab when the work order is saved.
    2. Complete details for service to be performed internally, if available. These include Scheduled Date, Time, Assigned To.
    3. Complete details for service to be performed by third-parties, if available. These include Vendor, Purchase Order, Contact, Telephone, and Email.
  5. Add any required Notes.
  6. Check the Ready to Approve if work order is ready to be approved. Unless an Approval Process is active for work orders, the work order will automatically be approved.
  7. Click  to save the entries. Work Order No is generated and assigned.

See also:

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