Updating a Work Order

Overview

After creating a work order, you may need to update its details as work progresses or circumstances change. This guide shows you how to view and edit work order information.

Step 1: Open the Work Order

Navigate to Maintenance > Work Orders to see your work orders list.

Tap or click on any work order row to open the work order detail view.

Step 2: View Work Order Details

The detail view shows all information about the work order:

Notice the header area at the top which includes:

• Status dropdown - Change status (To Do, In Progress, On Hold, Completed)
• Download - Download the work order
• Share - Share the work order with others
• Three-dot menu (...) - Access advanced options including Edit Work Order

Step 3: Access the Edit Menu

To edit all work order fields, click the three-dot menu (...) in the top right corner of the header:

The dropdown menu shows:

• Edit Work Order - Opens the full edit form
• Delete Work Order - Remove this work order (use with caution)

Click Edit Work Order to open the edit form.

Step 4: Edit Work Order Details

The Edit Work Order form allows you to modify all fields:

Assignment Section

• Associated Asset - The equipment this work order is for
• Assigned Mechanic - Reassign to a different mechanic
• Shop - Change the service location
• Project - Update the linked project
• Project Phase - Set the project phase

Work Order Details Section

• Work Order Title - Update the description of work needed
• Work Order Number - Auto-generated (read-only)
• Work Order Type - Change between Repair, Preventative, Corrective, Emergency
• Components - Add or remove affected components
• Related Issue - Link to a fault code or inspection issue
• Checklist - Attach or change the maintenance checklist
• Description - Update the detailed work notes

Click Submit when you're done to save your changes, or Cancel to discard them.

Tips

• Use status changes to track progress - move from To Do → In Progress → Completed
• The three-dot menu (...) also gives you access to the Delete option
• Add notes in the Description field to document what was done
• Link Related Issues to maintain a complete maintenance history