How to Update Work Orders Using the Web App

How to Update Work Orders Using the Web App

How to Update Work Orders Using the Web App

In this article, we will guide you through the process of updating Work Orders (WOs) using the web app. Follow these detailed steps to ensure accurate and efficient updates.

Step-by-Step Guide:

  1. Modify a Work Order:

    • Click on the name of the activity to modify a work order.

  2. General Tab:

    • The general tab will be displayed, allowing you to modify the information of the selected WO.

  3. Access the History:

    • Within this view, you have the option to go to the Time Line (history).

  4. History Tab:

    • The history tab shows all information regarding changes made to the selected WO. This includes the type of change, user, date, and time.

  5. Update the Stage:

    • In the general tab, the first part allows you to update the stage of the WO. This can also be done by selecting and dragging the WO between stages in the kanban view of WOs.

  6. Update Date and Time:

    • The top section is for updating the date and time information, which also calculates the time spent on the WO. On the right side, you can update the assigned users if another user’s intervention is needed for specific tasks.

  7. Asset Information:

    • The next section contains information about the asset where the WO activities will be carried out.

  8. Task List:

    • To mark a task as completed, select the checkbox on the left. You can also add a new task if needed. As tasks are marked, the completion percentage on the right will increase.

  9. Readings and Measurements:

    • If the WO requires measurements, you can record the obtained readings here.

  10. Labor hours:

    • You can add the hours that a technician spends to do the tasks. It can be manual, or automatic if the WO was assigned to a user.


  11. Notes:

    • You can add comments about what was done.

  12. Attachments:
    • In this section, you can upload files or photos related to the WO.

  13. Signature:
    • In the final section, you can sign for conformity or authorization once the WO is completed.

Using previous steps, you can effectively update Work Orders using the web app, ensuring all relevant information is accurately recorded and tracked.