Steps in the screen shots correspond to the numbers in the headings.
Items with a red asterisk are mandatory fields.
1. Select the 3-dot icon in the upper right corner.
2. From the Actions dialog box, select Create Work Order.
3. Select if this new Work Order is a Change Over.
If this is a Change Over the next 3 toggles can not be a part of the work order. If they are selected the Change Over toggle will go back to NO.
4. Select if you are reporting an equipment issue.
Since you are NOT reporting an equipment issue you will leave this toggle alone. The default is YES.
5. Select if anyone is in danger or at risk of injury.
6. Select if an immediate response is required.
7. Enter a description.
8. Enter any additional notes (optional).
9. Select Save.
Finding a piece of equipment or sub-location -
10. In this example we will search a piece of equipment. Select the Search Equipment button.
11. Search/select equipment or sub-location.
12. Hit Select.
The only time a customer will be able to select a sub-location it when the "Are you reporting an Equipment Malfunction?" toggle is UNCHECKED.
13. From this screen users can Change the equipment choice.
14. Here is where users will enter a malfunction. In this example we will select DOWN.
15. Select OK.
16. Select the Calendar icon and enter a Malfunction start time/date.
17. Select Done.
18. Select Next.
Assigning the task -
19. Select a team to assign.
If no team auto populates please select the team that is your site number and ATS.
20. Enter a Contacts Name.
21. Enter a Contact Last Name.
22. Enter a Contact Email Address.
23. Select Save.
24. User will get a confirmation pop-up with the new work order number as well as the new task number. Select OK.
Users will have the option to chose Dismiss, which will go back to the home screen. Or select Yes, which will take you to to the Task.
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