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Creating a Preventive Maintenance Work Order

The Create WO (Work Order) feature allows Administrators and Technicians to manually create a preventive maintenance work order.

A preventive maintenance work order can be created in either of the following ways:

Method 1: Create a Work Order from the Preventive Maintenance list

1. Navigate to the (Preventive Maintenance) page.

2. Search or hover over a preventive maintenance schedule in the preventive maintenance list.

3. In the preventive maintenance schedule row, click the icon.

4. Click Create WO.

A confirmation message appears after the work order is created.

NOTE  The new work order appears in the New section on the Work Orders page.

Method 2: Create a work order from the Preventive Maintenance details page

1. Navigate to the (Preventive Maintenance) page.

2. Click a preventive maintenance schedule to open its details page.

3. Click Create WO in the upper-right corner of the page.
   A confirmation message appears after the work order is created.