Assets Setup: Creating a New Work Order Board
Purpose
- The purpose of this article is to inform users how to create a new work order board. Work Order Boards allow users to manage and track asset maintenance, repair costs, labor costs, and other aspects of repair and preventative maintenance.
Video
Directions
1. Click on Assets.
2. Click on Setup.
3. Click on Work Orders.
4. Click on Add Board.
5. Fill out the fields as specified below.
- Board Name - The name of the work order board.
- Status - Clicking the Active box will activate the work order board. If deactivated, the work order board will not be available for use in the First Due system.
- Send Notification to Assigned User or Team - If selected, a notification will be sent to the assigned user or team (teams are managed in the First Due Admin module > Fire Prevention Teams) when a work order is submitted.
- Send Notification to Submitted by User - If selected, a notification will be sent to the user who submitted the work order confirming work order submission.
- Assigned to - Specifies which individual user or team of users who are assigned to oversee the work order board.
- Allow to edit users or team - If selected, a submitting user will be able to change who the work order is assigned to. If unselected the work order will be assigned to whoever was specified for the work order board in field E.
- Phase Name - Names the phases that a work order can progress through. The first phase by default will be where work orders begin when submitted. The last phase will be where work orders are listed as being "Completed" regardless of the phase name. To add additional phases, click the + icon.
- Archive Work Order After - This field specifies the number of days in which a work order will remain in the "completed" phase before automatically being archived.
6. Click on the + to add work order types.
7. Create Work Order Types as specified below.
- Work Order Type Add - Clicking the + icon will add additional work order types.
- Work Order Type Name - Names the work order type.
- Priority Level - Allows users to specify whether a work order type is High, Medium, or Low Priority.
- Disable/Enable - Disabling a work order type will remove it from the selection list when creating a work order. Disabled work order types can always be enabled by clicking the icon again.
- Duplicate - Duplicates the work order type to make creating new work order types more efficient.
- Delete - Deletes the work order type.
8. Click on the Save Icon.
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