Create, Assign, Update, Close, and Delete Work Orders

Create a work order

1. 01Open Work board or Work orders.
2. 02Select New work order.
3. 03Enter a title describing the actual issue.
4. 04Choose the correct facility.
5. 05Link the asset if the issue belongs to equipment.
6. 06Set priority by operational urgency.
7. 07Add notes another person can understand.
8. 08Save.

Write specific titles such as replace failed starter on condenser pump, not fix problem.

Assign and update

Open the work order, set the assignee or owner, and save. Use status to reflect real progress: open, in_progress, on_hold (blocked by access, parts, or approvals), and completed. During execution, update status, notes, parts used, vendor involvement, and any follow-up issues found.

Close or delete

Before closing, capture what was found, what was repaired, whether it is resolved, and whether a follow-up is needed. Confirm asset and facility, add final notes, set status to completed, and save. Delete only when the record should not exist, such as a mistake, duplicate, or wrong facility. If the work actually happened, close it rather than delete it.

The goal is work history another person can trust later.