Help Desk (Work Order)
CREATE WORK ORDER
To manually enter in a Work Order Request:
- Click on Create Work Order.
- Problem From: Choose a Staff Person.
- Location - Select a location and room number.
- Current Status - Determine the status.
- Assign maintenance staff.
- Enter in an Asset Tag # or Equipment # (optional).
- Select the Activation Date.
- Enter in a due date (optional).
- Under Details, choose a category and subcategory (these are setup under Categories).
- Enter in the work order problem description.
- Enter in internal comments that are only seen by other Work Order staff (optional).
- Hit Save.
Please note: More activation dates and recurring dates can be added on the bottom of the form.
Once the request has been added, the following features are available:
- Setting a priority to the tech request.
- Emailing the technician of the request.
- Enter in comments for the staff member to read.
- Hours tab - enter in the technician hours.
- Billing tab - enter in billing details, budget code and amount.
- Worksheet tab - printable worksheet to handout to technicians.
- Review tab - review the tech request details and print if necessary.
- Delete - delete the tech request. This is not recoverable if deleted.
- Categories
- Create Work Order
- Issues
- Maintenance Staff
- Reports
- Rooms
- Vehicles
- Show All
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