Work Orders Overview



  • Daniel Dickenson

    Hi, is there a "best practise" guide on the most efficient ways to use work orders and get the most out of them? 

  • Barbara Key


    Unfortunately we do not have a document for this. Do you have any specific questions we could help with? 

  • Sean Tame

    Hi Daniel,

    Some well-crafted Work Order Items screens can make a HUGE impact on operational departments.  My advice is to never focus on Work Orders, always skip directly to the Work Order Items.  I add the WO Items action to the Service Orders Global Navigation Group for easy access.

    I typically create a view that includes the Set checkbox and the Cancel checkbox.

  • Daniel Dickenson

    Hi Barbara, 


    At the moment we are not using Work Orders at all and we are interested into implementing them however we were wondering what are some of the industry's "best practises". 


    I have stumbled across this which should help provide a better understanding: https://supportcenter.ungerboeck.com/hc/en-us/sections/202196917-Work-Orders 

  • Daniel Dickenson

    Hi Sean, 


    Thanks for the help! I'll definitely look into what you said and it makes sense to skip out Work Orders and focus directly on the items.  We'll look into setting up easy to use views and make sure to use the check boxes. 

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