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Triggered Work Orders

sample flow chart

Configure Asset Review Work Orders

  • When alert or sample results that require attention, automatically spawn a work order for assessment and corrective action.

  • You can specify users who should receive work orders based on the sample status of an Asset.

In the process of your Asset review configuration:

  1. After finding your asset on the Asset Search page, select the asset and then select Edit.

  2. Choose the report status (caution and/or alert) that should activate a work order.

  3. Select active users linked to the asset. They will be notified about this new work order.

  4. Perform your normal asset sampling process.

  5. If the result triggers caution or alert, a work order gets created based on your asset's settings.

  6. An email with the work order is sent to selected users if they are set to receive such emails.

  7. The new work order is shown as due on the Asset.

  8. Select the Asset Review work order to go directly to it and finish your review.

Completed work will appear on:

  • The Work History section of your asset.

  • The timeline on the work order's Work Order Details.

  • Your asset timeline.

  • The timeline on your sample report.

View Work Orders

To quickly identify all assets in your accounts with an Asset Review work order:

  1. Select the Route tile from the Routes Dashboard – All Work.

  2. In the Work Orders panel, search for "Asset Review".

  3. Apply status filters as needed.

Work Order Details View

  1. Select the work order ID link to view details.

  2. Complete the Work Order task.

  3. View the history of your Asset.

  4. View the timeline of the Work Order.

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