Work Order Process Tips
Benefits of Using a WO Template - Work Order
Users hoping to find an easy way to streamline WO creation or to standardize how different Divisions create WOs for each other may be interested in utilizing NEXGEN's WO Template feature. WO Templates are pre-filled WOs that users can create and ...
Create a Work Order Template - Preventive Maintenance
Work order templates can make the process of creating work orders fast and easy. To make a template, go to the Preventive Maintenance module and create a PM. Once you save the PM as a template, you can create work orders with certain information ...
Delete a Work Order Template - Work Order
NEXGEN users have the ability to create new work orders from existing templates. If they eventually find that they have no more need for some of their templates, they also have the ability to delete them. Please note that only users with the "Delete" ...
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 ...
Link a Work Order to an Existing Service Request - Work Order
Generally, when a service request issue becomes a work order, the work order is created from the service request. However, if a work order was created separately, you can link the service request to the work order afterward. Note: Currently, users ...
Link Work Orders - Work Order
Linking work orders creates a relationship between two work orders which allows easy navigation between the linked work orders within NEXGEN. Additionally, this relationship will show up in reports. Linked work orders can be used in a variety of ...
Work Order Statuses - Work Order
The work order status is a label that specifies the current stage of work for the work order. This keeps everyone in the loop about the progress of the work being performed. See below for information about work order statuses, including a list of ...
Create a Work Order from a Template - Work Order
Creating work order from a template saves the end user time because the user has less fields to fill in at the time of creating a work order. Work Order templates can be pre-loaded with checklists, notes, assets, resources, and more. Work Order ...
Create a New Work Order - Work Order
Work Orders are records that track maintenance on one or more assets. When creating a work order, you want to fill out as much information as necessary in the Work Order Information zone to give everyone the info they need to complete the work. Work ...
My Work Orders - Work Order
You can filter to only see your own work orders in NEXGEN. This allows you to see a collection of work orders that have you set as the "requested by," the lead, or the supervisor. See below for two methods for how to do this. Video Overview Locating ...