How do I create the work order type?

How do I create the work order type?

Work order types allow you to classify the work orders and to apply specific behaviors after being configured. To create a new work order type, select the Definitions | Work | Work Order Types option:
  1. The list of work order types is presented;
  2. Press the button "create"
‚ÄčThe work order types are divided in 2 main sections:
  1. Default value - the values configured in this section will be automatically filled in the work order file when the user selects this type of work order
  2. Work order assignment - the system can automatically assign the work order to one or more technicians according to the following rules:
    1. Assign to the WO creator - if this field is selected, when a work order of this type is automatically creates, it will be assigned to the technician that created it.
    2. Assign to the person responsible for WO - if this field is selected, when a work order of this type is automatically creates, it will be assigned to the person responsible for the work order.
    3. Assign to the workshop managers - if this field is selected, when a work order of this type is automatically creates, it will be assigned to all the ones responsible for the workshop of the work order. 
    4. Assign to the workshop technicians -  if this field is selected, when a work order of this type is automatically creates, it will be assigned to all technicians that are not responsible for the workshop of the work order. 
Fill in the data. The information to be filled in is organized in tabs. You can see the required fields using the orange margin or from the list on the right lower corner, next to the  Reset button;
    • Related Articles

    • How do I create the work order type?

      Work order types allow you to classify the work orders and to apply specific behaviors after being configured. To create a of work order type, select the option Settings | Work | Work Order Types: The list of work order types will be displayed; Press ...
    • How to create a request type?

      After being configured, the request types allow you to classify requests and apply specific behaviors. To create a request type, select the option Settings | Requests | Request Types: The list of request types is displayed; Press the "Create" button. ...
    • How to create a work order?

      The Work Order (WO) is the entity that represents the maintenance job to be performed and which asset, location or route it refers to. To create a new Work Order, select the option "Work | Work Orders"; The list of work orders will be displayed; ...
    • How to consume spare parts on the work order?

      On the asset file (location, equipment or tool), you can specify the parts and the corresponding quantities the asset needs to work correctly. The parts associated to the assets on the section "spare parts" can be consumed on the work order using the ...
    • How to report labor associated with the work order?

      When a work order is in a state that allows to record costs, it is possible to record labor costs. To record the labor costs, you must access the work order file that you wish to record the costs "Work | Work Orders", select the WO you wish to record ...