# 4. New Work Order.

#### <span style="color: rgb(35, 111, 161);">Work Order Flow:</span>

[![image.png](https://kb.asseto.ai/uploads/images/gallery/2024-09/embedded-image-kw1asb21.png)](http://ec2-3-7-68-25.ap-south-1.compute.amazonaws.com/uploads/images/gallery/2024-09/image.png)

#### <span style="color: rgb(35, 111, 161);"><span class="TextRun Underlined SCXW206979365 BCX0" data-contrast="none" lang="EN-US" xml:lang="EN-US"><span class="NormalTextRun SCXW206979365 BCX0" data-ccp-parastyle="heading 1">New Work Order:</span></span><span class="EOP SCXW206979365 BCX0" data-ccp-props="{"134245418":true,"134245529":true,"201341983":0,"335559738":360,"335559739":80,"335559740":279}"> </span></span>

<span class="TextRun SCXW206979365 BCX0" data-contrast="auto" lang="EN-US" xml:lang="EN-US"><span class="NormalTextRun SCXW206979365 BCX0">Navigate to Work Orders &gt;&gt; New Work Order to create new Work Order.</span></span><span class="EOP SCXW206979365 BCX0" data-ccp-props="{"201341983":0,"335559739":160,"335559740":279}"> </span>

[![image.png](https://kb.asseto.ai/uploads/images/gallery/2024-09/scaled-1680-/IBAimage.png)](https://kb.asseto.ai/uploads/images/gallery/2024-09/IBAimage.png)

<span class="EOP SCXW206979365 BCX0" data-ccp-props="{"201341983":0,"335551550":2,"335551620":2,"335559739":160,"335559740":279}"> </span>

##### <span style="color: rgb(53, 152, 219);"><span class="TextRun SCXW206979365 BCX0" data-contrast="none" lang="EN-US" xml:lang="EN-US"><span class="NormalTextRun SCXW206979365 BCX0" data-ccp-parastyle="heading 2">Create New Work </span><span class="NormalTextRun SCXW206979365 BCX0" data-ccp-parastyle="heading 2">Order:</span></span><span class="EOP SCXW206979365 BCX0" data-ccp-props="{"134245418":true,"134245529":true,"201341983":0,"335559738":160,"335559739":80,"335559740":279}"> </span></span>

[![image.png](https://kb.asseto.ai/uploads/images/gallery/2024-09/scaled-1680-/RE4image.png)](https://kb.asseto.ai/uploads/images/gallery/2024-09/RE4image.png)

[![image.png](https://kb.asseto.ai/uploads/images/gallery/2024-09/scaled-1680-/1yMimage.png)](https://kb.asseto.ai/uploads/images/gallery/2024-09/1yMimage.png)[![image.png](https://kb.asseto.ai/uploads/images/gallery/2024-09/scaled-1680-/Qf3image.png)](https://kb.asseto.ai/uploads/images/gallery/2024-09/Qf3image.png)

[![image.png](https://kb.asseto.ai/uploads/images/gallery/2024-09/scaled-1680-/aUTimage.png)](https://kb.asseto.ai/uploads/images/gallery/2024-09/aUTimage.png)

<div class="page-content" dir="auto" id="bkmrk-ad-hoc-%2F-open%3A-to-cr"><div dir="auto"><div class="SCXW206979365 BCX0" id="bkmrk-ad-hoc-%2F-open%3A-to-cr-1"><div class="ListContainerWrapper SCXW206979365 BCX0">1. <span class="TextRun SCXW206979365 BCX0" data-contrast="auto" lang="EN-US" xml:lang="EN-US"><span class="NormalTextRun SCXW206979365 BCX0">**Ad-hoc / Open**: </span></span><span class="TextRun SCXW206979365 BCX0" data-contrast="auto" lang="EN-US" xml:lang="EN-US"><span class="NormalTextRun SCXW206979365 BCX0">To create an ad-hoc or open work orders.</span></span><span class="EOP SCXW206979365 BCX0" data-ccp-props="{"201341983":0,"335559739":160,"335559740":279}"> </span>
2. **<span class="TextRun SCXW206979365 BCX0" data-contrast="auto" lang="EN-US" xml:lang="EN-US"><span class="NormalTextRun SCXW206979365 BCX0">Parent:</span></span>**<span class="TextRun SCXW206979365 BCX0" data-contrast="auto" lang="EN-US" xml:lang="EN-US"><span class="NormalTextRun SCXW206979365 BCX0"> To create parent work order. One Parent work order can have multiple child work orders.</span></span><span class="EOP SCXW206979365 BCX0" data-ccp-props="{"201341983":0,"335559739":160,"335559740":279}"> </span>
3. **<span class="TextRun SCXW206979365 BCX0" data-contrast="auto" lang="EN-US" xml:lang="EN-US"><span class="NormalTextRun SCXW206979365 BCX0">By Asset:</span></span>**<span class="TextRun SCXW206979365 BCX0" data-contrast="auto" lang="EN-US" xml:lang="EN-US"><span class="NormalTextRun SCXW206979365 BCX0"> To create Asset based Work orders</span><span class="NormalTextRun SCXW206979365 BCX0">. </span></span>
    1. **<span class="NormalTextRun SCXW206979365 BCX0">Asset Name:</span>**<span class="TextRun SCXW206979365 BCX0" data-contrast="auto" lang="EN-US" xml:lang="EN-US"> <span class="NormalTextRun SCXW206979365 BCX0">It's</span><span class="NormalTextRun SCXW206979365 BCX0"> a Mandatory field. List of values configured in the settings can be viewed by typing the 2 letters in the Asset field.</span></span>
    2. <span class="NormalTextRun SCXW206979365 BCX0">**Add Asset:** </span><span class="TextRun SCXW206979365 BCX0" data-contrast="auto" lang="EN-US" xml:lang="EN-US"><span class="NormalTextRun SCXW206979365 BCX0">This option is used to add the Asset. On selecting the Asset from the list, this option will become able to use. Add Asset will result in showing the Asset Image, Asset Name, Serial Number / Bar Code of the Asset, Asset criticality and Location. Cancel symbol is used to remove the added Asset.</span></span><span class="EOP SCXW206979365 BCX0" data-ccp-props="{"201341983":0,"335559739":160,"335559740":279}"> </span>
4. **<span class="TextRun SCXW206979365 BCX0" data-contrast="auto" lang="EN-US" xml:lang="EN-US"><span class="NormalTextRun SCXW206979365 BCX0">By</span><span class="NormalTextRun SCXW206979365 BCX0"> Location:</span></span>**<span class="TextRun SCXW206979365 BCX0" data-contrast="auto" lang="EN-US" xml:lang="EN-US"><span class="NormalTextRun SCXW206979365 BCX0"> To create Work orders based on the Asset Location.</span></span>
5. <span class="TextRun SCXW206979365 BCX0" data-contrast="auto" lang="EN-US" xml:lang="EN-US"><span class="NormalTextRun SCXW206979365 BCX0">**Fill all mandatory and non-mandatory fields**. Based on the configura</span><span class="NormalTextRun SCXW206979365 BCX0">tion the field values will auto populate for the fields like.</span></span>
    1. <span class="NormalTextRun SCXW206979365 BCX0">Work Order Sub-Type &amp; Category </span><span class="NormalTextRun SCXW206979365 BCX0">by</span><span class="NormalTextRun SCXW206979365 BCX0"> selecting the Work Order Type</span><span class="NormalTextRun SCXW206979365 BCX0">.</span>
    2. <span class="NormalTextRun SCXW206979365 BCX0">Task Template by selecting Work Order Type.</span><span class="EOP SCXW206979365 BCX0" data-ccp-props="{"201341983":0,"335559739":160,"335559740":279}"> </span>
    3. <span class="TextRun SCXW206979365 BCX0" data-contrast="auto" lang="EN-US" xml:lang="EN-US"><span class="NormalTextRun SCXW206979365 BCX0">Response SLA &amp; Resolution SLA.</span></span><span class="EOP SCXW206979365 BCX0" data-ccp-props="{"201341983":0,"335559739":160,"335559740":279}"> </span>
    4. <span class="TextRun SCXW206979365 BCX0" data-contrast="auto" lang="EN-US" xml:lang="EN-US"><span class="NormalTextRun SCXW206979365 BCX0">Auto Assignment Agent.</span></span><span class="EOP SCXW206979365 BCX0" data-ccp-props="{"201341983":0,"335559739":160,"335559740":279}"> </span>
    5. <span class="TextRun SCXW206979365 BCX0" data-contrast="auto" lang="EN-US" xml:lang="EN-US"><span class="NormalTextRun SCXW206979365 BCX0">Auto Assignment Agent.</span></span><span class="EOP SCXW206979365 BCX0" data-ccp-props="{"201341983":0,"335559739":160,"335559740":279}"> </span>
    6. <span class="TextRun SCXW206979365 BCX0" data-contrast="auto" lang="EN-US" xml:lang="EN-US"><span class="NormalTextRun SCXW206979365 BCX0">Auto Assignment Agent.</span></span>

</div></div></div></div>##### <span style="color: rgb(53, 152, 219);"><span class="TextRun SCXW206979365 BCX0" data-contrast="none" lang="EN-US" xml:lang="EN-US"><span class="NormalTextRun SCXW206979365 BCX0" data-ccp-parastyle="heading 2">Section Wise Details:</span></span></span>

<div class="page-content" dir="auto" id="bkmrk-work-order-details%3A-"><div dir="auto"><div class="SCXW206979365 BCX0" id="bkmrk-work-order-details%3A--1"><div class="ListContainerWrapper SCXW206979365 BCX0"><div class="ListContainerWrapper SCXW250295127 BCX0">1. **<span class="TextRun SCXW250295127 BCX0" data-contrast="auto" lang="EN-US" xml:lang="EN-US"><span class="NormalTextRun SCXW250295127 BCX0">Work Order Details:</span></span>**<span class="TextRun SCXW250295127 BCX0" data-contrast="auto" lang="EN-US" xml:lang="EN-US"><span class="NormalTextRun SCXW250295127 BCX0"> This section </span><span class="NormalTextRun SCXW250295127 BCX0">contains</span> <span class="NormalTextRun SCXW250295127 BCX0">Work</span><span class="NormalTextRun SCXW250295127 BCX0"> order details </span><span class="NormalTextRun SCXW250295127 BCX0">like, Asset / Location details, Work order subject, type, sub-type, category &amp; description.</span></span>
2. <span class="NormalTextRun SCXW250295127 BCX0">**Task Template:** </span><span class="NormalTextRun SCXW250295127 BCX0">Task template is a mandatory field used to assign a task to the Agents. <span class="TextRun SCXW73130094 BCX0" data-contrast="auto" lang="EN-US" xml:lang="EN-US"><span class="NormalTextRun SCXW73130094 BCX0">It </span><span class="NormalTextRun SCXW73130094 BCX0">contains</span><span class="NormalTextRun SCXW73130094 BCX0"> task details &amp; fields</span><span class="NormalTextRun SCXW73130094 BCX0"> required to be updated by the field agent over task completion.</span></span><span class="EOP SCXW73130094 BCX0" data-ccp-props="{"201341983":0,"335559739":160,"335559740":279}"> </span></span>
3. <span class="NormalTextRun SCXW250295127 BCX0"><span class="EOP SCXW73130094 BCX0" data-ccp-props="{"201341983":0,"335559739":160,"335559740":279}">**<span class="TextRun SCXW211002885 BCX0" data-contrast="auto" lang="EN-US" xml:lang="EN-US"><span class="NormalTextRun SCXW211002885 BCX0">Schedule</span><span class="NormalTextRun SCXW211002885 BCX0">:</span> </span>**<span class="TextRun SCXW211002885 BCX0" data-contrast="auto" lang="EN-US" xml:lang="EN-US"><span class="NormalTextRun SCXW211002885 BCX0">It displays the Resolution &amp; Response SLA details as configured in the settings. Based on the Start date t</span><span class="NormalTextRun SCXW211002885 BCX0">hat the User selects, the SLA calculation gets calculated automatically based on the configuration.</span></span><span class="EOP SCXW211002885 BCX0" data-ccp-props="{"201341983":0,"335559739":160,"335559740":279}"> </span></span></span>
4. <span class="NormalTextRun SCXW250295127 BCX0"><span class="EOP SCXW73130094 BCX0" data-ccp-props="{"201341983":0,"335559739":160,"335559740":279}"><span class="EOP SCXW211002885 BCX0" data-ccp-props="{"201341983":0,"335559739":160,"335559740":279}"><span class="TextRun SCXW156131569 BCX0" data-contrast="auto" lang="EN-US" xml:lang="EN-US">**<span class="NormalTextRun SCXW156131569 BCX0">Agent:</span>** </span><span class="TextRun SCXW156131569 BCX0" data-contrast="auto" lang="EN-US" xml:lang="EN-US"><span class="NormalTextRun SCXW156131569 BCX0">We have 2 options in the Agent section. I.e., Auto assign &amp; Open request</span><span class="NormalTextRun SCXW156131569 BCX0">. Auto assignment will work based on the Auto assignment agent configuration. Open request </span><span class="NormalTextRun SCXW156131569 BCX0">option</span><span class="NormalTextRun SCXW156131569 BCX0"> provides a flexibility to Agents to accept. Notification of Work order </span><span class="NormalTextRun SCXW156131569 BCX0">creation will be triggered to all the Agents &amp; Agents can </span><span class="NormalTextRun SCXW156131569 BCX0">decide whether to pick or not.</span></span><span class="EOP SCXW156131569 BCX0" data-ccp-props="{"134233117":false,"134233118":false,"201341983":0,"335551550":1,"335551620":1,"335559685":720,"335559737":0,"335559738":0,"335559739":160,"335559740":279,"335559991":360}"> </span></span></span></span>
5. <span class="NormalTextRun SCXW250295127 BCX0"><span class="EOP SCXW73130094 BCX0" data-ccp-props="{"201341983":0,"335559739":160,"335559740":279}"><span class="EOP SCXW211002885 BCX0" data-ccp-props="{"201341983":0,"335559739":160,"335559740":279}"><span class="EOP SCXW156131569 BCX0" data-ccp-props="{"134233117":false,"134233118":false,"201341983":0,"335551550":1,"335551620":1,"335559685":720,"335559737":0,"335559738":0,"335559739":160,"335559740":279,"335559991":360}">**<span class="TextRun SCXW73667177 BCX0" data-contrast="auto" lang="EN-US" xml:lang="EN-US"><span class="NormalTextRun SCXW73667177 BCX0">Child Work Order Group:</span> </span>**<span class="TextRun SCXW73667177 BCX0" data-contrast="auto" lang="EN-US" xml:lang="EN-US"><span class="NormalTextRun SCXW73667177 BCX0">This section will populate only for Work Orders on Parent – child hierarchy</span><span class="NormalTextRun SCXW73667177 BCX0">. </span><span class="NormalTextRun SCXW73667177 BCX0">Work orders can be gro</span><span class="NormalTextRun SCXW73667177 BCX0">uped either based on Assets or Locations. Multiple </span><span class="NormalTextRun SCXW73667177 BCX0">assets / locations are to be selected for creating </span><span class="NormalTextRun SCXW73667177 BCX0">child</span><span class="NormalTextRun SCXW73667177 BCX0"> Work orders</span><span class="NormalTextRun SCXW73667177 BCX0">.</span></span><span class="EOP SCXW73667177 BCX0" data-ccp-props="{"201341983":0,"335559739":160,"335559740":279}"> </span></span></span></span></span>
6. **<span class="TextRun SCXW87212170 BCX0" data-contrast="auto" lang="EN-US" xml:lang="EN-US"><span class="NormalTextRun SCXW87212170 BCX0">Supervisor:</span> </span>**<span class="TextRun SCXW87212170 BCX0" data-contrast="auto" lang="EN-US" xml:lang="EN-US"><span class="NormalTextRun SCXW87212170 BCX0">Work Orders will be assigned to the </span><span class="NormalTextRun SCXW87212170 BCX0">Supervisor who fulfils the Auto assignment </span><span class="NormalTextRun SCXW87212170 BCX0">rules criteria.</span></span>
7. **<span class="TextRun SCXW87212170 BCX0" data-contrast="auto" lang="EN-US" xml:lang="EN-US"><span class="NormalTextRun SCXW87212170 BCX0">Documents:</span> </span>**<span class="TextRun SCXW87212170 BCX0" data-contrast="auto" lang="EN-US" xml:lang="EN-US"><span class="NormalTextRun SCXW87212170 BCX0">This section is used to upload </span><span class="NormalTextRun SCXW87212170 BCX0">related</span><span class="NormalTextRun SCXW87212170 BCX0"> documents.</span></span><span class="EOP SCXW87212170 BCX0" data-ccp-props="{"134233117":false,"134233118":false,"201341983":0,"335551550":1,"335551620":1,"335559685":720,"335559737":0,"335559738":0,"335559739":160,"335559740":279,"335559991":360}"> </span>
8. <span class="TextRun SCXW87212170 BCX0" data-contrast="auto" lang="EN-US" xml:lang="EN-US">**<span class="NormalTextRun SCXW87212170 BCX0">e-PTW</span><span class="NormalTextRun SCXW87212170 BCX0">:</span>** </span><span class="TextRun SCXW87212170 BCX0" data-contrast="auto" lang="EN-US" xml:lang="EN-US"><span class="NormalTextRun SCXW87212170 BCX0">Used</span><span class="NormalTextRun SCXW87212170 BCX0"> to apply e-PTW for </span><span class="NormalTextRun SCXW87212170 BCX0">specific Work Order.</span></span><span class="EOP SCXW87212170 BCX0" data-ccp-props="{"134233117":false,"134233118":false,"201341983":0,"335551550":1,"335551620":1,"335559685":720,"335559737":0,"335559738":0,"335559739":160,"335559740":279,"335559991":360}"> </span>

</div></div></div></div></div>##### <span style="color: rgb(53, 152, 219);"><span class="TextRun SCXW60337682 BCX0" data-contrast="none" lang="EN-US" xml:lang="EN-US"><span class="NormalTextRun SCXW60337682 BCX0" data-ccp-parastyle="heading 3">Mobile App View: Field Agent</span><span class="NormalTextRun SCXW60337682 BCX0" data-ccp-parastyle="heading 3">:</span></span><span class="EOP SCXW60337682 BCX0" data-ccp-props="{"134245418":true,"134245529":true,"201341983":0,"335559738":160,"335559739":80,"335559740":279}"> </span></span>

[![image.png](https://kb.asseto.ai/uploads/images/gallery/2024-09/scaled-1680-/wvdimage.png)](https://kb.asseto.ai/uploads/images/gallery/2024-09/wvdimage.png)

<span class="EOP SCXW60337682 BCX0" data-ccp-props="{"201341983":0,"335559739":160,"335559740":279}"> </span>

<span class="TextRun SCXW60337682 BCX0" data-contrast="auto" lang="EN-US" xml:lang="EN-US"><span class="NormalTextRun SCXW60337682 BCX0">Ad-hoc work order displayed in the Mobile app. </span><span class="NormalTextRun SCXW60337682 BCX0">Field Agent </span><span class="NormalTextRun SCXW60337682 BCX0">can </span><span class="NormalTextRun SCXW60337682 BCX0">Accept or Decline the request.</span> </span><span class="EOP SCXW60337682 BCX0" data-ccp-props="{"201341983":0,"335559739":160,"335559740":279}"> </span>

[![image.png](https://kb.asseto.ai/uploads/images/gallery/2024-09/scaled-1680-/MICimage.png)](https://kb.asseto.ai/uploads/images/gallery/2024-09/MICimage.png)

[![image.png](https://kb.asseto.ai/uploads/images/gallery/2024-09/scaled-1680-/yrNimage.png)](https://kb.asseto.ai/uploads/images/gallery/2024-09/yrNimage.png)

<span class="EOP SCXW60337682 BCX0" data-ccp-props="{"201341983":0,"335559739":160,"335559740":279}"> </span>

##### <span style="color: rgb(53, 152, 219);"><span class="TextRun SCXW206979365 BCX0" data-contrast="none" lang="EN-US" xml:lang="EN-US"><span class="NormalTextRun SCXW206979365 BCX0" data-ccp-parastyle="heading 2">Create Recurring Work Order:</span></span><span class="EOP SCXW206979365 BCX0" data-ccp-props="{"134245418":true,"134245529":true,"201341983":0,"335559738":160,"335559739":80,"335559740":279}"> </span></span>

<span class="TextRun SCXW206979365 BCX0" data-contrast="auto" lang="EN-US" xml:lang="EN-US"><span class="NormalTextRun SCXW206979365 BCX0">To create recurring work orders, select the Recurring Work Order check box from </span><span class="NormalTextRun SCXW206979365 BCX0">the new</span><span class="NormalTextRun SCXW206979365 BCX0"> work order creation page.</span></span><span class="EOP SCXW206979365 BCX0" data-ccp-props="{"201341983":0,"335559739":160,"335559740":279}"> </span>

[![image.png](https://kb.asseto.ai/uploads/images/gallery/2024-09/scaled-1680-/v3Gimage.png)](https://kb.asseto.ai/uploads/images/gallery/2024-09/v3Gimage.png)

<span class="EOP SCXW206979365 BCX0" data-ccp-props="{"201341983":0,"335559739":160,"335559740":279}"> </span>

<span class="TextRun SCXW206979365 BCX0" data-contrast="auto" lang="EN-US" xml:lang="EN-US"><span class="NormalTextRun SCXW206979365 BCX0">Selecting Recurring Work Order check box displays the recurring work order parameters. It</span><span class="NormalTextRun SCXW206979365 BCX0"> provides the flexibility to </span><span class="NormalTextRun SCXW206979365 BCX0">the User to schedule work orders for future </span><span class="NormalTextRun SCXW206979365 BCX0">periods</span><span class="NormalTextRun SCXW206979365 BCX0">.</span></span><span class="EOP SCXW206979365 BCX0" data-ccp-props="{"201341983":0,"335559685":0,"335559739":160,"335559740":279}"> </span>

[![image.png](https://kb.asseto.ai/uploads/images/gallery/2024-09/scaled-1680-/3j3image.png)](https://kb.asseto.ai/uploads/images/gallery/2024-09/3j3image.png)

<span class="EOP SCXW206979365 BCX0" data-ccp-props="{"201341983":0,"335559685":0,"335559739":160,"335559740":279}"> </span>

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