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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 itWorkerAdminPlanPro and up

On the worker side

1 featureFieldView and your profile menu

My Work Orders

Work orders assigned to you, with photos and what's needed.

Where: Profile menu → My Work Orders

Who can: Mechanics, assignees

On the admin side

8 featuresDashboard and the Admin pane

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

Create 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

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