Creating Your First Work Order

How to Create a Work Order

Work orders are the backbone of maintenance management in CLUE. Follow these steps to create your first work order.

Step 1: Navigate to Work Orders

From the main menu, click Maintenance → Work Orders. You'll see the work orders table with all existing orders.

Step 2: Select Work Order Type

Click the + New Work Order button. A dropdown menu appears with three options:

• Asset Work Order - For maintenance on a specific piece of equipment
• Project Work Order - For work tied to a specific project/job site
• Bulk Asset Repair - For creating multiple work orders at once

Select Asset Work Order for standard equipment maintenance.

Step 3: Fill Out the Form

The New Asset Work Order form appears with several sections:

Assignment Section

• Associated Asset* - Select the equipment that needs maintenance
• Assigned Mechanic - Choose who will perform the work
• Shop - Select the repair shop location
• Project - Link to a project if applicable

Work Order Details Section

• Work Order Title* - Brief description of the work needed
• Work Order Type* - Select from Repair, Emergency Repair, Preventative, Corrective, etc.
• Components - Select which parts of the asset are affected
• Related Issue - Link to an existing fault code or inspection issue
• Checklist - Add a maintenance checklist template
• Description* - Detailed explanation of the work required

Step 4: Save the Work Order

Once you've filled in all required fields (marked with *), click Save at the bottom of the form. Your work order will be created with status "To Do" and appear in the work orders table.

Tips

• Use clear, specific titles that describe the issue (e.g., "Replace hydraulic hose" not just "Repair")
• Include detailed descriptions to help mechanics understand the work needed
• Link related fault codes or inspection issues to maintain a complete maintenance history
• Assign work orders promptly to keep maintenance on schedule