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How to create a related work order?

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While executing a work order, the maintenance technician may have to perform additional work and need to record it.

There are three ways to record additional work performed:

  • Create another work order;
  • Add tasks to the work order being executed;
  • Create a work order related to the work order being executed.

To create a work order related to the work order being executed, follow these steps:

  1. Go to Work | Work Orders;
  2. Select the work order being executed;
  3. Click Operations and then Create Related Work Order;
  4. The window for creating the new work order opens, with all the data from the original work order and the Source Work Order field filled in automatically. Note: attachments, follow-ups, additional tasks, and cost details are not copied. This operation can be performed by the technician.
  5. Click Save.