Quick Add - Work Order

Quick Add - Work Order

Using the Quick Add filters, users can create work orders according to certain filters (Department, Type, Main Task, Priority, etc.). Filters can be saved to create a work order with the same information the next time. Filters are saved per user account and will not appear on other user accounts. Note – only pre-set filters can be used on mobile devices. New filters must be created on the web.

Watch our Quick Tip Video on this topic!

Create a New Filter

  1. Navigate to the Work Order module. Click Maintenance > Work Order. 
  2. Click the dropdown arrow next to the + New button in the upper left corner.
  3. Select Quick Add.
  4. Make selections for any of the listed fields.
    1. Department/Division
    2. Type
    3. Main Task 
    4. Priority
    5. Estimated Hours
    6. Start Date
    7. End Date
    8. Crew
    9. Supervisor
    10. Lead
  5. To save this filter for future use, click the save button in the upper right corner. The filter will be added to the dropdown list for future use. 
  6. To create the work order from the filter, click Create WO.

Note: Any fields that are tagged to department and division (ie: Main Task, Crew, etc.) may be filtered by the department and division field.

Use an Existing Filter

  1. Navigate to the Work Order module. Click Maintenance > Work Order. 
  2. Click the dropdown arrow next to the + New button in the upper left corner.
  3. Select Quick Add.
  4. Click the dropdown arrow. 
  5. Select from the list of existing filters.
  6. Edit any of the fields, if desired.
  7. Click Create WO.

Delete a Filter

  1. Navigate to the Work Order module. Click Maintenance > Work Order. 
  2. Click the dropdown arrow next to the + New button in the upper left corner.
  3. Select Quick Add.
  4. Click the dropdown arrow. 
  5. Click the trash can icon next to the filter you would like to delete.
  6. Click Delete to confirm.


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