Operations Overview
Operations is where everyday work, recurring checks, and their schedules live. The three primary destinations are Work, Checklists, and Timeline, with Parts, Team, and Insights alongside them in the sidebar. Every job leaves a full evidence trail, so completed work is a record you can show an inspector, auditor, or insurer.
The sidebar shows, in order: Work, Checklists, Library (only when the Library feature is enabled for your site), Timeline, Parts, Team, and Insights. There is no separate Schedules destination. Links and bookmarks to the old Planner or Schedules pages redirect automatically to the new destinations.
Work
Work is the operational inbox for the module: every work item lives here, whether someone created it directly or a routine generated it. The page header has three tabs:
All Work: every actual work item, whatever its origin.
Routine Work: the same list filtered to work generated by a routine's recurrence.
Routines: the activity definitions behind recurring work, and their settings. Routine configuration lives here.
A routine-generated work item appears in both All Work and Routine Work. Its repeating configuration lives in Routines, not on the work item itself.
Each work item shows its source: From a Routine, Reactive (used only for work raised from an issue), From a Request, Created Directly, or Source Unknown.
Work moves through four statuses: Forecast (tentative, not yet committed), Open (committed and ready to start), In Progress (someone has started it), and Closed (finished).
Work items connect to the rest of your records: each one links to the asset, location, people, and documents involved, coverage targets come from locations and assets set up in Premises, and work raised from a Service Desk issue or request stays linked to that ticket. Work assigned to you also appears in your Calendar and Inbox.
You create work from the Work page with the create action, and Create Routine on the Routines tab sets up an activity that repeats.
Work: the tabs, sources, filters, and detail page in full.
Create a routine: build the recurring definitions behind Routine Work.
Set Up a Scheduled Inspection: recurring inspections.
Complete a work order: what to do when a job is assigned to you.
Complete an Inspection: working through a checklist run.
Track costs on work and routines: cost line items with estimated and actual amounts.
Working from the Field: scan a location or asset QR code to reach this work from your phone.
Checklists
Checklists holds the reusable, step-by-step instructions your team follows during work. The catalogue has three tabs: All, Favourites, and Recently Used. When you start a checklist you choose Start Now to run it immediately or Plan Work to schedule it as a dated work item; planning work needs the Manager or Admin role in Operations, as does creating or editing checklists.
Checklists covers building templates, step types, and starting a run.
Timeline
Timeline shows dates and upcoming scheduled occurrences on a Gantt-style view, so you can see how work is spread across the coming months. Future dates may be forecast-only: they show when a routine is scheduled to run, but no work item necessarily exists yet.
Timeline explains how to read the view, and Use the Timeline controls covers zoom, grouping, and workload lanes.
Parts, Team, and Insights
Three more destinations sit alongside the main three in the sidebar:
Parts
Team
Insights
New here?
Read the guides in this order: