Updating WO's will help address to operators or requestors on what's happening with a work order.
1. Work Order Screen
- While in the Work Order Section, Click on the Edit WO icon.
- Like in the Desktop app user can update either
- 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, manager or adding their own.
- Press the "..." Button.
- 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.
Slide back to Work Order Card
- Click on Documents Button
- Click Take a Picture
- Take photo from the iPad
- Confirm the Picture
- If acceptable, click on "Use Photo"
- The screen will go back to the Work Order card with a Document ID towards the bottom.