Create and Assign Work Orders

Identifying maintenance needs, creating and prioritizing work orders, assigning them to the right technicians, and ensuring timely completion helps you make informed decisions, adjust task assignments when needed, and keep operations running efficiently.

This section provides the tools and processes needed to manage technician workloads, uphold safety standards, and ensure on-time task completion — all from a single, mobile-first platform.

Understand a Work Order

A Work Order is a formal request for maintenance, repair, or inspection of equipment. It includes:
  • Task details and instructions
  • Assigned technicians
  • Progress tracking from start to finish

Work Orders help organize maintenance work so tasks are clearly defined, assigned to the right person, and completed without delays.

Create Work Orders Using AI Plan

Work Orders can be created quickly using AI-assisted input (AI Plan). AI Plan suggests:
  • Relevant equipment
  • Likely operations
  • Task descriptions based on your input
You can:
  • Type a short prompt (e.g., “conveyor not running”)
  • Upload a photo of the issue

The system uses this input to auto-fill the Work Order—saving time and reducing errors.

For example, you notice a motor failure. You upload an image and type “motor not working”. AI Plan creates a Work Order with the equipment, issue description, and steps for inspection and repair.

This removes the need to fill every field manually or search for templates—especially useful when time is critical.

Why Work Orders Matter

Work Orders make maintenance smoother and more reliable by helping with:
  • Clear Task Assignment – Everyone knows what needs to be done and who’s doing it
  • Efficient Workflow – Tracks tasks from start to finish without anything slipping through
  • Better Accountability – Supervisors can monitor work progress and technician performance
  • Less Downtime – Urgent tasks are prioritized, and routine maintenance stays on track

Sample Work Order Breakdown

Here’s an example of a Work Order for a malfunctioning conveyor belt:
  • Issue Description: Conveyor belt not moving due to motor failure
  • Assigned Technicians:
    • Electrician (for motor repair)
    • Mechanic (for belt inspection)
  • Operations:
    • Electrical Check: Test motor circuits and replace faulty parts
    • Mechanical Inspection: Check belt tension and rollers
    • Final Testing: Restart the conveyor and confirm it's running properly
  • Priority Level: High, due to production delay
  • Completion Status: Technicians update the Work Order with actions taken, materials used, and results

By structuring maintenance work through Work Orders, your team can reduce downtime, keep things organized, and complete tasks more efficiently.