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Create New Work Order
From the Transactions dropdown menu, choose Records under Work Order
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Click Add
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Associate a Location with the Work Order by selecting appropriate level from the Location dropdown
*Note, a WO can be associated with a Building or Equipment, which is shown later in these instructions
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To aid with finding Location, click on the Filter icon of the respective column header and enter desired filter criteria
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Select the desired Location
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If WO is for a specific piece of equipment, choose Equipment from the dropdown list
![Page 7: Create New Work Order · Create New Work Order From the Transactions dropdown menu, ... Work Order # Request Date. Repair Center Code. WO Type Description- WO Subtype Priority Description](https://reader036.vdocuments.us/reader036/viewer/2022062606/5fe59de9b496287e38120718/html5/thumbnails/7.jpg)
To aid with finding Equipment, click on the Filter icon of the respective column header and enter desired filter criteria
![Page 8: Create New Work Order · Create New Work Order From the Transactions dropdown menu, ... Work Order # Request Date. Repair Center Code. WO Type Description- WO Subtype Priority Description](https://reader036.vdocuments.us/reader036/viewer/2022062606/5fe59de9b496287e38120718/html5/thumbnails/8.jpg)
Select WO Type (default is Corrective)
Choose applicable Priority (default is “Normal”)
Choose most applicable Task Code or Description*Note – Tasks can be filtered using Smart Filtering
by typing Code or Description
Click Save at the top when finished
Enter necessary text detailing request or issue