Overview
This section is only available to the Manager profile and Supervisor Profile.
The Work Order section is structured to document and manage maintenance or operational tasks for equipment and processes:
- Category – The type or classification of the work order
- Request – Details of the work requested or reported issue
- Due Date – The expected completion date for the work
- Equipment – The specific equipment involved
- Type – The nature of the work (e.g., repair, maintenance, calibration)
- Attachment – Any supporting documents or files
- Description – Detailed explanation of the work to be performed
- Checklist – Steps or items to verify during completion
- More – Additional notes or relevant information
This section centralizes work order records to ensure tasks are clearly defined, tracked, and completed efficiently.
Why it matters
It ensures timely and accurate execution of maintenance and operational tasks, improves accountability, prevents equipment downtime, and supports overall operational efficiency and safety.
Step-by-step actions
1 — Open the Equipment Section
From the left-side dashboard menu, click on the Equipment section to access equipment-related modules.
2 — Select “Manage Work Order”
Within the Equipment section, select Manage Work Order to view existing work orders.
3 — View Work Order Checklist
Click the purple “View Checklist” button.
This displays the list of work order checklist items.
4 — Modify or Delete Checklist Items
To update an existing checklist item, click the green pen icon next to the item.
To delete a checklist item, click the red trash can icon.
5 — Create Checklist
Click the purple “Create Checklist” button.
A form will open where you can:
- Select the Location
- Add a Checklist Item
Click Submit to save the checklist.
6 — Create Work Order
Click the green “Create Work Order” button.
A form will open where you can:
- Select the Location
- Select the Date
- Select the Supervisor
- Select the Category
- Select the Type
- Select the Due Date
- Enter the Request
- Attach a Work Order File
- Enter Comments
Once completed, click Submit to create the work order.
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