Starting a work order

To start a new work order, go to the Work Orders page and click + New work order.

Give your work order a title and assign it to a location.

Select the work instructions you want to include by clicking the + Add work instruction button, you can add multiple as needed. You can also import a list of work instructions via CSV.

To edit the work order details, click the Edit button at the top of your work order.

You can also start from a templated work order. On the Work Orders page, click Templates. Find the template you want to use and click Start. Assign the location where this work order will be carried out or make changes to the work order details.

A red dot on a work order indicates that there are flagged work instructions or defects associated with it.

Within the work order, highlighted work instructions help you quickly identify where those issues have been raised.

To start a new work order, go to the Work tab and click Start new. Choose a work instruction and click Start. A new work order will be automatically created with this work instruction included.

You can add more work instructions to the work order by clicking the Add work instruction button.

To start a work order using a template, click Start new on the Work tab, then select Templates. Find the template you want to use and tap Start.