How to: Create a Work Order

You can create work orders to fulfill maintenance activities for a particular asset. In addition to providing instructions for maintenance personnel, you use a work order to plan and record any necessary labor and materials.

To create a work order

1. In the Search box, enter Open Work Orders, and then choose the related link.
2. Create a new work order.
3. In the Asset No. field, enter the asset for which you want to set up a work order.
4. Fill in the other fields on the General FastTab.
5. In the Work Requested area, enter instructions for the order. You can enter as much text as you want.
6. Enter expected work order costs on the other FastTabs.

To learn more about manually creating a preventive maintenance workorder, click here