The basic flow of a work order is Unassigned/Assigned > In Progress > Ready for Review > Complete. This guide will show you how to go through this process and point out what to do if you need to go back a step and/or reopen a work order.

Step-by-Step Guide to Completing a Work Order:

Start Working:

1. Open the work order you want to start work on:

2. Click the “Start Working” button.

3. A pop-up will prompt the user to select a User that will be assigned the work order. You can choose to leave the work order unassigned, select a staff member or a vendor.

4. To select either staff or a vendor, select the radio button and choose from the dropdown list. Note: The staff and vendors available can be configured in the Work Order Configuration tab. A work order must be assigned to show up in the Work Order iPad application.

5. Click “OK.“

6. This Work Order is now “In Progress” and will show up in the selected assignee’s list of work orders.

Add Work:

1. Once the Work Order is in progress, a window will appear allowing you to log work.
2. Enter in the work completed, and either select “Save and Finish Later” or “Work is Complete.”
3. Check the “Smoke Detector Checked” checkbox if the detector has been inspected.
4. If you click “Save and Finish Later” the work order will close and remain “In Progress.” If you selected “Work is Complete,” move to the next steps.

In Review: 

1. After clicking the “Work is Complete” button, a pop-up will appear prompting the user to select a user assigned to review the work order.
2. Select a Reviewer, then click “OK.”
3. The status of the work order will then be changed to “In Review.”

Review and Close:

1. Open a work order that has the status of “In Review.”
2. Perform the review process set up by your Housing Authority for the specific work order.
3. Click the “Complete Work Order” button.
4. The status of the work order will be set to “Completed.”
5. Depending on your configuration, work order charges will either automatically be posted to the responsible party identified in the charge or you will have to post them manually. In either case, a pop-up will appear asking you to confirm the charges associated with the work order.

Printing a Work Order Charges Letter:

1. Click on the dog-eared page in the top right of the work order.
2. Select the letter you would like to send.
3. Review the letter.
4. Print or Email to the household associated with the work order.