How do I create a new work order?

The Work Order module allows both property management employees and tenants to submit work orders for occupied spaces and common areas. Once you submit a work order, you have the ability to track the lifecycle of the work order, add files, view comments, and generate invoices.

This user guide describes the process of creating a work order from the desktop version of the Building Engines application.

Creating a New Work Order

This section describes the process of creating a new work order.

To create a work order:

1. Click Go To > Work Orders > Create Work Order.
2. Select a BUILDING, TENANT, ISSUE TYPE, and FLOOR / SUITE.
   
   
   
   
3. (Optional) Enter a specific LOCATION and assignee.
4. (Optional) Click Keep me informed to be notified when updates are made to the work order.
5. (Optional) Click Critical to mark the work order as critical on the work order search grid and to change the header color to red.
6. (Optional) Associating a geolocation to a work order can help mobile users locate a work order created in a large open area such as a parking lot or rooftop. To associate a set of geolocation coordinates to a work order:
   1. Click .
   2. Using the GEOLOCATION map, move the crosshairs over the exact location of the problem and click .
   3. Click SAVE.
7. Enter the DETAILS of the work order.
8. Click SAVE or SAVE AND SHARE to save and email a PDF of the work order.