Functionality for Administrators, Super Users, Foremen and Mechanics
When a Service is scheduled on a work order, it is ready to be performed
The person who will perform the work receives a checklist with the Service tasks for the current Service interval
All checkpoints for the Service must be reviewed to complete the work order
When the work order is completed, the Service History will be updated and the Next Service will be calculated automatically.
How to perform Service via work order:
1️⃣ Open the work order with the scheduled Service.
2️⃣ Start the work order. Under "Tasks" you will find the relevant Service. Click the "OPEN CHECKLIST" button to see the Service tasks.
3️⃣ Review and complete the checklist with Service tasks.
Note: You can temporarily save the checklist at any time. If you have completed the checklist but want to make a change, open the checklist again and click the "MAKE CHANGES" button at the bottom left.
4️⃣ Finish the work order. Enter the required information, parts used, etc.
Review all required fields and double-check the information you have entered before completing the work order.
In the example below, we are performing a 250-hour Service + a task that was outstanding for the crawler excavator:
