How to create a Unit Work Order

How to create a Unit Work Order

 Summary/Goal:

To add a new unit work order to the existing list of unit work orders.
 

Step-by-step: 

  1. CLICK ON ‘Tickets’ tab and select the ‘Unit work orders’ button.



     
  2. AT THE TOP OF THE PAGE select the Blue ‘Add unit work order’ button.
  3. THE INFORMATION WITH THE RED ASTERISKS is required to submit a new unit work order. Once you have filled out the subject, description, and category you are required to type in the ‘sub category’ after select the priority of the new unit work order. In the blue square you can search for occupants by name, email, unit, building, or street this is required.




4.  FILL IN THE FOLLOWING INFORMATION you feel necessary for the new unit work order, once this is completed select the button at the bottom of the page that states ‘Add’ to complete the new unit work order.



 


Tips:

 
  1. You have the ability to attach a file along with the new unit work order. Select the blue button that states ‘Add attachments’.   You can drag and drop the file you wish to attach from your computer. 
  2. The job detail section allows you to track important vendor or maintenance data such as cost and time
  3.   You can assign the ticket to a manager, staff member or vendor and they will receive an email notification.
  4. You can notify the maintenance crew whether they can enter at anytime, should notify before entering, or the occupant must be present during the unit work order. 


Maintenance Overview Video



Conclusion:


This is a simple way to add a new work order to the existing list of work orders. While viewing the entire list of work orders you can prioritize them by their significance from low, medium, high, or urgent depending on the situation.

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