Work orders can be created to record maintenance, repairs, and similar work that is done on one of the assets mapped on CSDatum's Map.

The work order can be used to schedule and delegate the work to a certain person, but doesn't have to be used in that manner. It can be used simply to record work that has been completed. The steps below show how to create a work order and populate it with data.

Begin by going to an asset's data screen and opening the Work Orders panel. Click Create New Work Order.

This creates a new work order on that asset and opens the Work Order data screen.

The Work Order data screen consists of six panels of data:

Jump to a specific panel using the links on the Menu or use the arrow buttons at the bottom to scroll through the data panels.

Enter some basic data about the work order on the General panel. At a minimum, give the work order a title so that it's easily identifiable and different from other work orders.

The work order will be automatically populated with a default Assignee and Reviewer. The assignee is the person that will work on the work order. The reviewer will review and approve the work when it's done.

The names and the roles can be changed using the dropdowns.

To change the defaults, click the Pencil button.

The tasks screen allows you to create a checklist of items to do as part of the work order.

Type the task into the text box, and fill in the estimated hours. Click Add Task to add another checklist item.

Create a list of standard tasks that can be added to any work order using the Pencil button.

Since the work order has just been created, you may not know what parts and materials will be needed. Additional parts and materials can be added later, when their details are known. Record the quantity and unit price to create an accounting of costs for the project.

Create a list of standard parts and materials that can be added to any work order using the Pencil button.

Add any vehicles or equipment that will be used for the work. Additional entries can be made later, when details are known. Record the hours and rate to create an accounting of costs for the project.

Create a list of standard vehicles and equipment that can be added to any work order using the Pencil button.

Personnel can be added to the work order now or at a later time. Record their hours and rate to get an accounting of costs for the project.

Create a list of personnel that can be added to any work order using the Pencil button.

Photos and documents can be attached to the work order.

Click the Attachments button at the bottom of the work order data screen. Then click the Plus button next to the Photos or Files section to add an attachment. Click the Back button to return to the main data screen.

When the work order data has been added and saved, the work order is automatically given a status of Assigned because an assignee was automatically added to the Assignment data panel. The person creating the work order does not have to do anything further to the status.

However, if the work has already been completed, the work order can be immediately moved to the Approved status by clicking the Mark Approved button and then Save.

How to Use Work Orders

Work Orders Screen

Execute a Work Order

Review and Approve a Work Order