When you add a work order, based on the Location and Service Category selected, you can view and select any piece of equipment that is associated. If the equipment is also associated to a particular Space, you will need to select the Space.
When you select the desired equipment, you will then see the "Equipment Details" that includes the name of the equipment, date in-service, warranty expiration date for parts and warranty expiration date for labor!
If you select the equipment name, based on user permissions, you will be able to view and edit the piece of equipment within Settings>Basic>Equipment.
NOTE: If you've selected the following setting within Settings>Advanced>General...
...you will see a warning within the "Equipment Details" in red text , based on the "X Days" before your warranty is ending.
Also, within "Equipment", the name of the equipment will also be highlighted in red, to show that the warranty is ending.
How do I know I have been assigned a Work Order and what do I do?
When a work order is assigned to an internal user performing the work, they will receive an email notification and see the new work order on their dashboard under "My Assigned Work Orders". The internal user can view the details of the work order by ...
Setting up Equipment (All Admins)
All Admins within Work Order Management have complete access and can manage equipment. However, if an Admin gives a Sub-Admin permission rights to manage equipment, they will also see the Settings>Basic>Equipment only tab on their dashboard (see ...
How do I look at Work Orders in Progress?
All work orders in progress can be viewed by any Administrator on their dashboard under "All Work Orders in Progress" grid. These include any scheduled preventive maintenance items, as well as other work orders that are in progress. You will be able ...
How do I assign a Work Order?
As an Admin, all new work orders will be displayed on your dashboard under your "New Work Orders" grid. You can print, view, assign or choose not to accept the work order. To assign the work order, simply click on the green "Assign" button. You can ...
How do I submit a Work Order?
To submit a work order, follow these steps: Click on "New Work Order" from the top of your screen or from the left side bar to start your work order request. Choose a “Location” from drop down tab to choose the building/location that the work order ...