Updating Work Orders will help address to operators or requestors on what's happening with an order.
1. Work Order Screen
- While in the Work Order section, click on the pencil icon.
- Like the Desktop app, users can update:
- Description
- Status
- Assigned to
on a work order to reflect what's happening with a work order.
2. Work Order Comments
Work Order comments communicate anything that's happening with the Work Order in real time. Comments can be added at any time. Users can also see existing comments made by the requestor to address the concern(s).
- Click on the Comments bubble.
- From here, users can see the history of comments made between a requestor or manager, or add their own.
- Select the ellipsis menu in upper-right corner (...).
- In the middle of the screen, press the Add Comments button within the Comments section.
- Enter comment/notes in the Comment Screen.
- Click Save at the bottom once completed.
Please review your comments before saving. Some comments could be viewable to outside groups.
3. Documents
Documents allow us to see items that are part of the Work Order. Like Comments, users can see Documents attached or add their own documents.
- To view Documents, click on the Document button.
- Select Documents from the menu.
- In the Documents screen, users can click on existing document(s) added to the Work Order.
Navigate back to the Work Order card.
- Click on the Documents button.
- Click Take a Picture.
- Take photo from the iPad.
- Confirm the picture.
- If acceptable, click Use Photo.
- The screen will go back to the Work Order card with a Document ID towards the bottom.