Work orders: list and create

The list

You need maintenance.read, maintenance.workorders.manage, or maintenance.workorders.execute. Without them the page says "You cannot see work orders".

1. Open Work, then Work orders.
2. Read the summary: "N active · M overdue · K waiting to close." or "Nothing active. All work is closed."
3. The stage strip shows Requested, Open, In progress, On hold, and To close, each with a count and percent. Click one to filter.
4. Choose a tab:
   • Active (the default): requested, open, in progress, on hold.
   • Mine: assigned to you.
   • Overdue.
   • To close: completed but not yet closed.
   • All: includes closed and cancelled.
5. Filter by number or title, Place, Priority, and Type. Click Clear filters to reset.
6. Click Export CSV to download the list.

Each row shows the number and title, equipment, place, type, priority, status chips (such as Overdue and Close awaiting approval), the due date ("in 3 days", "Today", "N days late"), and who is assigned. Overdue work is first, then urgent to low, then by due date.

Create a work order

You need maintenance.workorders.manage. Without it the page says "You cannot plan work orders".

1. Click New work order. From an equipment page the equipment is already chosen.
2. If no equipment is chosen, select the Place. If you have none, the page says "No places to plan work at".
3. Enter the Title. It is required, up to 200 characters.
4. Choose the Type: Corrective (the default), Preventive, Condition based, Inspection, or Modification.
5. Choose the Priority: Low, Medium (the default), High, or Urgent.
6. Optional: enter a Description (optional), up to 4000 characters.
7. Optional: set Due (optional). The system stores the end of that day.
8. For equipment, tick The equipment is down (sets it out of service) if it is stopped. It is off by default.
9. Optional: build a checklist. Enter a Step (up to 200 characters; Enter adds it) and choose its Kind: Check (the default), Pass or fail, or Reading. For a reading, choose the Measurement point. Click Add step. You can remove steps.
10. Optional: click Add photos.
11. Click Create work order.

The button stays disabled until there is a title and a place or equipment. The system shows the new order. If you leave with unsaved changes, it asks first.

If something goes wrong

Related

• The work order page
• Issues