Turn a request into a work order

Repair requests wait on the work board. Here is how a manager turns one into work for the shop.

Step by step

1. On the work board, filter to Repair requests.
2. Open one to see what was reported, how urgent it is, and what it is holding up.
3. Tap Create work order. The request stays linked to it.
4. Open the new work order. It starts as New.
5. In Move work forward, choose the next step and add a short handoff note.
6. Tap Update status.

Good to know

• Only the next steps are offered. From New, a work order can be triaged or cancelled with a reason; from Triaged, sent for approval, scheduled, deferred or cancelled.
• Everything is kept. Each status change and its note is in the work order's History.