Create a Work Order in Texada Web

How to create a new Work Order in Texada Web.

Quick Reference

• A Work Order is a document indicating that an Asset needs servicing, either for repairs or routine maintenance. 
• Work Orders can be created in Texada SRM, Web, and Mobile, and are assigned to a Mechanic for completion.
• To create a Work Order in Texada Web:
  • Navigate to Work Orders → Create Work Order in the left side menu.
  • Fill out the information for your Work Order, including at minimum a Division, Location, posting type, Customer, and Asset to be serviced.
  • Click “Create Work Order” to create your Work Order. If you assigned the Work Order to a Mechanic at the time of creation, they will receive a notification of the assignment from Texada Mobile.

Introduction

A Work Order is a document indicating that an Asset needs servicing, either for repairs or routine maintenance. Work Orders can be created in Texada SRM, Web, and Mobile, and are assigned to a Mechanic for completion. The Mechanic can then use Texada Mobile to complete the Work Order, including tracking their Parts consumed, labor hours spent, and additional services provided, as well as take pictures and complete an Asset inspection.

The following article will outline the process of creating a new Work Order in Texada Web.

Creating a Work Order

To create a new Work Order in Texada Web, follow the steps below.

1. Log in to Texada Web and select Work Orders → Create Work Order from the left navigation menu. This will open the Create Work Order screen, where you can fill out all the information for your Work Order.
   
   For a full breakdown of this screen’s contents, see “The Create / Edit Work Order Page”.
   
2. Fill out your Work Order. Required fields are marked with a red asterisk . In order to create a Work Order, you must at least select a Division, Location, Posting Type, Customer*, and Asset to be serviced.
   
   * You must select a Customer even if the Work Order is internal. For this reason, it is recommended to set up an “Internal Repairs” Customer so you can assign internal Work Orders to them.
3. Once you have entered all of the information for your Work Order, click the “Create Work Order” button in the bottom-right corner of the screen to save your changes and return to the Work Order List. If creation was successful, you will receive a message that reads “Work Order created successfully! View #[Work Order number]”. Click on this message to view and edit your Work Order.
   
   If you assigned a Mechanic to the Work Order at the time of creation, they will also receive a notification from Texada Mobile at this time.