How do I know I have been assigned a Work Order and what do I do?

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 clicking on the WO #or by clicking on the arrow to the left of the WO#.


The internal user can view the details of the work order by clicking on the WO #or by clicking on the arrow to the left of the WO#.

Within the work order, they can:

  • Add additional details (projected hours / actual hours)
  • Add a piece of equipment if it is related to the work order
  • Add/review additional tasks and mark them complete
  • Add comments and communicate back to the Admin
  • Assign/Adjust the inventory
  • Add/Adjust costs (projected / actual)
  • Add attachments or documents related to work order
  • Save all updated information


Once the duties of the work order have been performed, they can select "Complete". Upon being marked complete, the work order will show in their "My Completed Work Waiting to be Reviewed & Closed". If the Admin is happy with the completed work, it will be closed and no longer will show on this grid.


If the Admin does not accept the completed work, the internal user will receive an email notification and will see the work order under the "My Work Not Accepted" grid, which will appear at the top of their dashboard. They can select the green "Restart Work" to restart the work. 


Once this is done, the work order will be moved to the "My Assigned Work Orders" (as shown on the top of page) grid until marked complete.


    • Related Articles

    • Deleting a Work Order

      Work Order Management: Deleting a Work Order Need to delete a work order? You can easily do so within any status of a work order!  Simply go to the bottom right corner of the Details page and click on the Delete Work Order button. Who can delete a ...
    • Form Setup for Work Order

      You now have the ability to expose a public work order request form and have users be able to submit a request without having to create them as as user. To set up your new request form, click here under settings.  Note: Settings is only available for ...
    • Setting up Email for Work Order Request

      Admins can now setup inbound emails addresses to process work orders! This has been a highly requested feature to make submitting work orders easier for your users. Once setup, users can simply email their requests including attachments and they will ...
    • Users Not Available for Work Order Assignment

      When assigning a work order, if you do not see the technician that you would like it to be assigned to, first check the Service Category and Location of the work order to make sure they are correct. If both are correct, you will want to check the ...
    • 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 ...