How to Manage Work Order Priorities

Overview

Work Order Priorities help users differentiate Work Orders based on importance and urgency. Each Work Order has a Priority field that can be selected at creation. Priorities can also be used to set a default due date based on a Due Date Offset (Days).

Administrators can configure which Priority values are available and how they behave.

Navigate to Priorities

  1. Select the Gear icon in the top navigation bar, and then select Admin Mode.

     

  2. Select Asset & Work Management > Priorities.

     

  3. The Priorities page displays a table where each row represents a Work Order Priority. Columns typically include:

    • Priority: A numeric sequence used to order the list.
    • Description: The Priority label (for example, High, Medium, Low).
    • Due Date Offset (Days): A number of days used to calculate the default due date from the Work Order creation date.

     

Create a Work Order Priority

  1. On the Priorities page, select Add.

     

  2. In the Add New Priority window, enter a Description for the new Priority.

     

  3. Select Add.

     

  4. In the main Priorities table, locate the new Priority row and enter a Due Date Offset (Days) value if needed.

     

Note: The Due Date Offset (Days) value determines how many days after the Work Order is created its default due date will be set.

  1. Select Save to apply your changes.

     

The new Priority is now available for selection when users create Work Orders.

Edit a Work Order Priority

You can adjust the description and due date behavior of existing Priorities.

  1. On the Priorities page, locate the Priority you want to edit.

  2. Click into the Description field to change the label.

     

  3. Click into the Due Date Offset (Days) field to adjust the default due date offset.

     

  4. Select Save to apply updates.

Any new Work Orders created with that Priority will use the updated description and due date offset.

Delete a Work Order Priority

You can remove Priorities that are no longer needed.

  1. On the Priorities page, locate the Priority you want to remove.

  2. Select the X icon to the left of that row.

     

  3. Select Save to finalize the change.

The deleted Priority will no longer be available when creating Work Orders.