Procedure
To create a work order, complete the following steps:
- From the navigation panel, select Workorder.
- On the work order page, click the Workorder Status tab.
- In the top right, click Create New.
- To create an issue, select Issue. To create a request, select New Request.
- In the Select user field, start typing the name of the user, and select an available name from the list of results.
- From the Location list, select a location.
- From the Building list, select a building.
- From the Floor list, select a floor.
- In the Space field, start typing any part of the space name, and select an available space from the list of results.
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From the Category list, select a category.
Note: Additional fields can appear according to the CMMS configuration, for example, Upload files, Description, or Priority. Make sure that you fill in any additional mandatory fields for the work order.
- From the Sub category list, select a subcategory.
- Check that the Status list shows the correct value, and click Save.