Defects queue
Open Defects live under Inspections on every plan. With Work Orders you pick some up from there. Issues above Warnings, longest-open first.
Where: Inspections → Equipment Inspections → Defects
Who can: Inspections: View
Work Orders
A flagged equipment check raises a Defect. A mechanic decides what happens next and opens a work order: in-house or at an outside shop. Signing it off resolves every Defect on it.
Who uses itWorkerAdminPlan
On the admin side
8 featuresDashboard and the Admin paneCreate from Defects
Select one or more and Attach to an existing work order, or Create work order from selected.
Where: Inspections → Equipment Inspections → Defects
Who can: Work Orders: Edit
New work order
One asset, and an issues box (one line per issue) for problems found with no inspection behind them.
Where: Work Orders → New work order
Who can: Work Orders: Edit
Internal or External
Assign a person from your crew, or an outside vendor (remembered for next time). External moves it to Sent to Shop.
Where: Work order → Assignment
Who can: Work Orders: Edit
Log shop return
When the asset is back: what was done, the cost off the invoice, and a copy of the invoice.
Where: Work order → Log shop return
Who can: Work Orders: Edit
Warnings that fix themselves
A later Pass on the same check clears an open Warning Defect. An Issue is resolved with a note, or by a signed-off work order.
Where: Automatic
Who can: —
Sign off
Signing off resolves every attached Defect and tags the original inspection check as fixed. The inspection itself stays as filed.
Where: Work order → Sign off
Who can: Sign Off Work Orders right
Download PDF or Word
A work order as PDF or Word.
Where: Work order → Download
Who can: Work Orders: View
On the worker side
1 featureFieldView and your profile menuMy Work Orders
Work orders assigned to you, with photos and what's needed.
Where: Profile menu → My Work Orders
Who can: Mechanics, assignees
Related articles
- Work orders: opening one, logging the repair, signing it offOpen a work order from a Defect or by hand, let the mechanic log progress from their phone, and sign it off when the repair is checked.
- How equipment inspections, Defects and Work Orders fit togetherA flagged check raises a Defect, not a work order. A mechanic decides what happens next — and it isn't an Action Item either.
- Assets: adding equipment and what its page holdsAdd vehicles and equipment, group them by category, and find each machine's documents, forms, inspections, work orders and oil changes in one place.