Work Orders

Create work orders from schedule coverage

Select assets or locations from a schedule's coverage grid and turn them into a work order. The coverage view shows which rows already have open work attached, so you know whether you are creating new work or adding to existing work before you confirm.

Before you start

You need the Manager or Admin role in Operations to create work orders from schedule coverage.

Open the schedule coverage

  1. Go to Operations > Planned Work (or Schedules).

  2. Open the schedule you want to work from.

  3. Scroll to the Coverage section to see the grid of assets and locations.

Read the coverage view

The coverage grid shows every asset and location tied to the schedule. Each row is one target, so you can see exactly what is covered and when work is expected.

  • Asset rows — individual equipment instances or asset models included in the schedule

  • Location rows — rooms, buildings, or sites included in the schedule

Look at the due timing labels to spot what needs attention. Labels like Today, Tomorrow, and overdue show when the next occurrence is expected or if it has already passed. The grid includes sorting to help you find items that are due soon or overdue.

Create a work order from selected rows

  1. Select the rows you want to include. You can choose individual assets or locations.

  2. Review the Status column to see whether the row already has open work attached.

  3. Click Create Work Order (N), where N is the number of selected rows.

  4. Review the details in the Create Work Order confirmation dialog.

  5. Click Create to confirm.

After confirming, the system opens the work order. If the selected rows already belong to an existing open work order in the same organization and site, the system opens that work order instead of creating a duplicate. If the rows were split from an existing parent work order, the new work order is linked to the parent so the history stays connected.

When the coverage grid is empty

If the coverage section shows No Coverage Rows, the schedule has no assets or locations that match its scope. Check that the schedule has targets set and that the locations or assets are active.

Create a Work Schedule explains how to set up schedules, targets, and cadences.

Work Orders covers managing and completing work orders.

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