Work Order Board : Managing Work Orders

Guide on how to manage a work order on the Work Order Board

• Accessing the Work Order Board

• Creating a Work Order

• Updating Work Order Details

• Work Order Printing, Downloading and Sending link via mail

Accessing the Work Order Board

1. From the menu, select WORK ORDER BOARD.

2. The Work Order Board page will be displayed.

1. The board has five (5) columns that represent and group the Work Orders as to their status. The work orders are displayed as cards with basic details of the work order.

• OVERDUE – displays list of on-going work orders that had already reached the due date

• NEW - displays list of newly created work orders

• IN REVIEW - displays list of on-going work orders under review

• COMPLETE - displays list of completed work orders

• INSPECTION WORK ORDER – displays list work orders created for inspection items that needs action

Creating a Work Order

1. Click the plus button on the NEW  status column,

2. The Work Order create window will be displayed. Fill in all the details of the work order until completion as shown below.

• Work Order Details

• Work Order Services

• Adding/Uploading Photos and/or Comments

3. The newly created work order will be displayed on the board as illustrated below.

Click  this button on the card to view the uploaded photos. Navigate with the arrow buttons to move through multiple photos as shown below.

Updating Work Order Details

1. Click the card  button icon on the work order card to update the selected work order.

Then click the  button to enable editing of the details as shown below.

2. Click the button to save the changes.

3. To assign the work order to a worker/cleaner, click the options  button, select the <Assign to> option and choose the appropriate person to assign the work order to as shown below.

The messages and images  icon buttons move up and down when there are updates made. The active user will not be able to see the animation but other users will.

Updating  Work Order Status

1. Work Order status can be updated by dragging the work order cards from one status column to another as shown below.

2. Click on the message icon  to show the change of status that is automatically included in the comment section as illustrated below.

3. Write a comment by typing on the space provided and clicking the button to add and save the comment.

Work Order Printing, Downloading and Sending link via mail

1. Click on the  button to access the options for downloading, printing, and/or sending links via mail as illustrated below.

• Downloading Work Order

Select the <Download> option to download a pdf report of a selected work order as shown below.

• Printing Work Order

Select the <Print> option to be able to bring the printing options for  a selected work order as shown below.

• Sending Work Order link via mail

Select the <Send Link via Email> option to be able to send a link of the work order to an intended recipient.

Note: User needs to  Press 'Enter/Return' to add recipient to the list. Users can add multiple recipients as illustrated below.

Write a subject and/or notes after adding recipients then click the  button to send the link as shown below.