Create a work order

Create a work order when something needs doing at a facility, like a leak to fix or a light to replace. It goes into that facility’s list, where your team can pick it up.

Who can do this: Admin, Manager, Technician, Tenant

Select Work Orders in the sidebar and check you’re on the right facility. The work order is created at the facility you have selected.
Select Add Work Order. On a phone, this is the plus button.
Fill in Task Type, Priority, Location and Description.
To add files, go to the Attachments tab and choose them. You can skip this and add them later.
On the Details tab, select Create Work Order.

The work order appears in the list with the status New and its own number. If you added files, they upload now, and the button shows how many are waiting.

The Create New Work Order window at Kerning City Pharmacy, filled in with a sample request for a broken light in the stock room

Fields

Field	Required	What to enter
Task Type	Yes	The kind of work. The list comes from the facility’s task types.
Priority	Yes	Low, Medium, High or Emergency. It starts at Low. See priorities.
Location	Yes	Where the work is, such as “Room 204” or “Stock room”.
Description	Yes	What’s wrong or what needs doing.
Attachments	No	Photos or documents, up to 20 MB each. See attachments for the file types.

What you can’t set yet

These aren’t on the form. Add them after the work order is created:

Status: every work order starts as New.
Due Date: edit the work order to set one.
Assign To: an Admin can assign the work order.
Notes: the Notes tab opens once the work order exists. See notes.

If you can’t create a work order

There’s no Add Work Order button. You have the Viewer role, which is view-only. See what each role can do.
You see “This facility is disabled”. You can’t create work orders at a disabled facility. See Disable a facility.
You see “Work order created but some files failed to upload”. The work order was saved. Open it and add the files from the Attachments tab.