Open a New Work Order

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

1.  Click “Maintenance” in the header navigation bar.
2.  Click the “Work Orders” tab.
3. Click the “New Work Order” button.
4. Complete General Information:
    

   A. Summary: Fill out a summary of the work order.

   B. Work Requested: Fill in a more detailed description of the work to be done in the “Work Requested” field.

   C. Maintenance Activity: Search for a maintenance activity that is similar to the work that will be requested.

5. Complete Property Information:
   1. Checkmark whether the work order is for a common area or housing unit.
      1. If Creating Work Order for Common Area: Manually type in the address, select a program, and project:
         
      2. If Creating Work Order for Unit: Search for and select a household or unit that the work order will pertain to:
         
6. Complete Maintenance Staff Information:
   
7. Optional – Enter a comment:
   
   
8. Click “Generate Work Order”:
   
9. Success! You have created a new work order. You will then be prompted with the choice to view the individual work order’s details, or return to the overview list:
   

A. Priority: Click the “Priority” dropdown, and select the Normal, High, or Emergency priority level.

B. Permission to Enter: Select “Yes” or “No” for “Permission to Enter.”

C. Assigned to: Click the “Assigned to:” dropdown and select a user to assign the work order to.

D. Department: Click the “Department” dropdown and select which department the household belongs to.