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ShopCreate a work order

Create a work order

Open a work order on a machine, say what is wrong, and assign a mechanic.

Who can do this: Shop, Admin

Start a new work order

In the sidebar, go to Shop → Work Orders and click New Work Order.

Start a new work order

Pick the machine

Under Equipment, pick the machine that needs the work.

Pick the machine

Set the priority

Type starts on Repair and Priority on Normal. Change them if you need to.

Set the priority

Assign a mechanic

Under Assigned Mechanic, pick someone, or leave it unassigned for the shop to pick up.

Assign a mechanic

Mark the components

Under Components, click the parts of the machine this touches. You can pick more than one.

Mark the components

Say what is wrong

Under Reason for Repair, say what is wrong, so whoever picks it up knows where to start.

Say what is wrong

Create it

Click Create Work Order.

It has its own page

The work order opens with its own number, and its status is Open. Labor, parts, photos and documents all go on this page.

It has its own page
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