The Work Order Properties section of Service Automation Admin allows you to manage some of the options that are required for completing work orders:
- Categories: The overall classifications used to group different types of work orders (e.g., Maintenance, Repair, CapEx, etc.).
- Priorities: The number of days from the Call Date the service provider should complete the requested work (e.g., Emergency, Normal, 7 Days, etc.).
- Statuses: The current stage of the work order (e.g., In Progress, On Site, Complete, etc.).
- Trades/NTEs: The lines of work under which the work order falls (e.g., Electrical, Plumbing, Carpentry, etc.) and their corresponding NTEs (not to exceed amounts).
These options are selected when creating new work orders and reported when viewing work orders. In the example below, properties appear in the Work Order Summary pop-up in the Dashboard.
You can also filter work orders using these options to view matching work orders.
⦿ How to Navigate to the Work Order Properties Page
- In the hamburger menu in the upper-left corner of the page, under Admin > WO Properties, pick the section you want to get to:
