Work Orders Implementation Guide

Work Orders Onboarding Guide

Welcome to the Work Orders Implementation program! Our goal is to get you up and running as quickly as possible with Work Orders, while also ensuring you understand and configure your settings in a way to make the system work most efficiently and effectively for your district. 

The following steps outline the information that will need to be completed and/or considered throughout your onboarding process.

Step 1 - Initial Import

For additional details on step 1, please click HERE.

1. Receive Initial Import Spreadsheet from Onboarding Coordinator

2. Review Initial Import Video

3. Initial Import Spreadsheet Review

4. Finalize Initial Import Spreadsheet

5. Notify Onboarding Coordinator that spreadsheet is complete

Step 2 - Settings & Configuration

For additional details on step 2, please click HERE.

1. Review Settings & Configurations Video

2. Review Imported Data (add/edit/delete data as needed)

3. Setup WO Forms

4. Setup SSO Integration (if necessary)

5. Setup Facilities Schedules/Work Orders Integration (if necessary)

Step 3 - Staff Training

1. Host Staff Training (if necessary)

2. Send Staff Training Video to staff

Additional Resources

1. Manage Users - Manage Users In Work Orders

2. Manage Roles - Manage Roles And Permissions

3. Creating App-like icon on Mobile - Creating a Mobile App Icon for Work Orders

4. Approval Paths - Approval Process

5. Creating a Shortcut - Desktop Shortcut on your Computer

6.  How do I submit a Work Order? - Submitting Work Orders

7. How can I approve and assign a work order? -  Approving/Assigning Work Orders

8. How do I complete a Work Order? -  Completing Work Orders