Work Order Module Setup & Configuration
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We recommend setting up your Work Order module in the following order:
Setup Buildings, Floors, and Suites in the Property Information section
Set up this section first to allow users to add a location when submitting a work order and to include locations when creating recurring work orders.
Each of the following corresponds to a sub-page in the Work Order Setup section.
General Setup
Configure the Work Order scheduling mode, tax rates, ID prefixes, and more.
Issue Types
Add, edit, or delete work order categories or issue types
Attach optional consent forms or questionnaires to issue types for users to fill out when submitting work orders
Configure coverage hours, payment requirements, and due dates for issue types
Work Groups
Work Groups help Admins, Engineers, and Employees see the categories and issue types most relevant to them.
Add or edit Work Groups
Add building team members to Work Groups
Configure notification hours for Work Groups based on shifts and open hours
Routing & Assignments
For each Category or Issue type: define the Default Assignment or which Work Groups are notified about new tickets. Note: If routing by Category, all issue types within that category will adhere to those settings.
Configure routing and assignments based on location
Assign all work orders within a category to specific users
Assign all work orders for one issue type to specific users
Route notifications for all work orders within a category to Work Groups
Route notifications for a work order issue type to Work Groups
Notifications
Property-Wide Notification settings for all work orders
Tenant Notifications ("Created for" field)
Assignee Notifications
Escalations
Escalations are automated rules you can apply to specific work order issue types to help ensure
tasks are completed within a required timeframe.
Materials
A list of material presets (Name, Price, Billing info) and categories that can be added to a ticket.
Create Material Categories
Add materials to those categories
Labor Rates
Add or edit labor rates
Configure whether or not a labor rate is billable, if tax should be applied, or if a tenant markup should be applied
Configure cost codes and rules
Recurring Work Orders
Create a Recurring Work Order to automatically open a Work Order on a repeating interval (Weekly, Monthly, Etc).
Tags
Work Order Tags can be used to organize work orders for specific projects or events
Add and edit Work Order TagsMedia references (1)
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