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:
- Click Go To > Work Orders > Create Work Order.
- Select a BUILDING, TENANT, ISSUE TYPE, and FLOOR / SUITE.
- (Optional) Enter a specific LOCATION and assignee.
- (Optional) Click Keep me informed to be notified when updates are made to the work order.
- (Optional) Click Critical to mark the work order as critical on the work order search grid and to change the header color to red.
- (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:
- Click
.
- Using the GEOLOCATION map, move the crosshairs over the exact location of the problem and click
.
- Click SAVE.
- Click
- Enter the DETAILS of the work order.
- Click SAVE or SAVE AND SHARE to save and email a PDF of the work order.
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