This guide covers raising a work order, running it on site, and closing it out through the completion approval.
Before you start
- You need the operations work-orders permission to create and manage work orders.
- A work order only needs a title to be created.
- To assign one, the assignee must be a member of your organisation.
Steps
- Go to Operations → Work orders and start a new work order.
- Complete the work-order fields:
- Title — required. Up to 200 characters.
- Description — optional. Up to 8000 characters.
- Category and Priority (Low, Normal, High, Urgent) — optional.
- Site and Location detail — optional.
- Requester — an optional staff member; Customer — an optional CRM contact or account.
- Assignee — optional, from your organisation’s people.
- Required skills — optional list (up to 30).
- Scheduled start and Scheduled end — optional; the end must be on or after the start.
[screenshot: the new-work-order form]
- Move the work order through its statuses — Draft, Scheduled, In progress, On hold — as work proceeds.
- Build the checklist. Each step has a Label and can be marked Required; steps are ordered by their sort value. Tick steps off as you go and attach notes or document references to a step.
[screenshot: the work-order checklist]
- Add materials — references to Supply Chain products with a quantity. This records what was used; no stock is moved.
- Attach evidence as document references, and add follow-up actions, which are created as shared Operations tasks owned by this work order.
- Choose Request completion and name an approver. Every required checklist step must be done first. This opens an approval and moves the work order to Awaiting completion; it becomes Completed only when the approval is granted (or returns to In progress if rejected).
Result
The work order carries its checklist, materials and evidence, and is completed through the platform approval flow rather than by editing status directly.