Work Order - FAQs
Work Order FAQs
How do I edit a Work Order?
To edit information on a Work Order, click on the pencil icon. For more specific information on how to edit WO information, including how to add assets, visit the Editing Work Orders section of the Knowledge Base. Please note that the section referenced is for web users only. To access help materials for our mobile devices, please navigate to the device category by accessing our knowledge base home page.
How do I add time to a Work Order?
To add time to a WO, open the WO and scroll to the Resource zone. In this zone, click the +Add button to add your time. For detailed steps, see Add, Modify, & Delete Resources on a Work Order. Please note that the section referenced is for web users only. To access help materials for our mobile devices, please navigate to the device category by accessing our knowledge base home page.
Why can't I delete this PM WO?
Work Orders that are fired from a PM cannot be deleted from the system. They can only be canceled due to NEXGEN compliance rules. If a PM WO is accidentally created, our team recommends canceling the WO and leaving a comment in the WO itself.
What is the difference between Quick Add and Work Order Templates?
NEXGEN's Quick Add feature and Work Order templates are two options available to you when creating work orders. Refer to the graphic below for information on each.
How do I create a work order template?
Templates for work orders can be created in the Preventive Maintenance module. For detailed instructions about how to create work order templates, see this article: Create a Work Order Template - Work Order
What is the difference between Complete and Close?
Complete and Close are two NEXGEN standard statuses. Typically, users mark a work order as Complete when the main task on the work order is complete, when asset maintenance has concluded, or when any issues have been resolved. Due to organization decisions, supervisory needs, or documentation requirements, organizations may choose to have some staff members Complete work and have different team members Close work. If a work order is marked as Closed, the work order enters a view only state and becomes archived in the NEXGEN system. The WO can still be found through searching/filtering but can only be Re-opened by users with the specific permission.
Can I unlink a work order from a service request?
This is currently now a functionality within the system. If you accidentally linked a work order to a service request and want the link undone, submit a support ticket through the NEXGEN Help Portal or email support@nexgenam.com.
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