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  2. Work Management

Work Management

Work Management Basics

  • How to Manage Reasons for Work
  • How to Create Data Collection / Condition Assessment Steps
  • How to Manually Trigger a Recurring Task
  • How to Email a Work Order
  • How to Print a Work Order
  • How to Navigate the Work Order Master
See all 8 articles

Setup

  • How to Add a Time Type
  • How to Manage Crafts
  • How to Add and Manage Sub Statuses
  • How to Manage Work Order Statuses

Work Finder

  • How to Use the Work Order Finder

Calendar

  • How to Use Calendar Summaries for Scheduling
  • How to Filter the Calendar
  • How to View and Edit Work Order Information from the Calendar
  • How to Schedule Work Orders from the Calendar
  • How to Use the Work Order List
  • How to use the color coding and legends in the Work Order Calendar
See all 7 articles

Work Orders

  • How to Set Up Recurring Work Orders based on Utilization
  • How to Attach a Procedure to a Work Order
  • How to Schedule Personnel to a Work Order
  • How to Use the Labor Timer
  • How to Attach Files to a Work Order
  • How to Trigger a Work Order from a Condition Assessment Response
See all 16 articles

Work Request

  • How to Modify a Work Request
  • How to Generate a Work Order from a Work Request
  • How to Approve or Reject a Work Request
  • How to Create a Work Request
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