How to add Work Order?
Work orders can be manually generated through a work request submitted by a staff member, client or automatically generated through Asset Performance Monitoring or Preventive Maintenance(PM).
Kaizen helps you create work orders for PM. The following is the steps to create a work order manually:-
- Go to Work Request menu.
- Click on +Work Order menu to add new work order.
- Enter the following details as :
- Name: Work order name.
- Type: If the Work order is Planned or Unplanned.
- Asset: If you want to map any asset for the work order you are creating but it’s option choice.
- Assigned: To whom this work order will be assigned.
- Due Date: Due date of work order.
- Estimated Time: Approximate duration required to close the work order.
- Priority: Priority defined for the work order.
- Click on Save button to create the work order.
Note: – You can also add any number of properties for the work order by clicking on +Add Field button.
- Select checklist to add the set of instructions for the Work Order.
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