Work orders reference

The actual list of fields, statuses, and settings for the Work Orders module. For step-by-step actions, see Creating and handling work orders and Configuring work orders. For how it all works, see Work orders: how it works.

Work order fields

Field	Required	Description
Subject	yes	A short statement of the work
Description	no	Details
Maintenance Type	yes	See the “Maintenance types” table
Priority	yes	See the “Priorities” table
Location	no	The place where the work is done
Asset	no	The related asset
Assignment type	no	User · Group · Group and user
Assignee	no	The user handling the work order
Group	no	The group the work order is assigned to
Due Date	no	The completion deadline; set by the SLA policy
Estimated Hours	no	The labor estimate
Planned Start	no	The planned start date and time
Planned End	no	The planned end date and time

The work order card also shows Actual Start, Actual End, Actual Hours (from the timer), the work order Number, Created By, and Created.

Statuses

The set of statuses is configurable; the system values with their codes are below. Each status belongs to a category that determines its place in the steps Open → In progress → Completed → Closed.

Status	Code
Draft	`draft`
Open	`open`
In progress	`in_progress`
On Hold	`on_hold`
Completed	`completed`
Closed	`closed`
Rejected	`rejected`
Cancelled	`cancelled`

Quick actions

The buttons depend on the current status.

Action	From status	Moves to
Start work	Open	In progress
Pause	In progress	Paused
Resume	Paused	In progress
Complete	In progress, Paused	Completed
Close	Completed	Closed
Reopen	—	back to work

Maintenance types

Type	Code
Preventive	`preventive`
Corrective	`corrective`
Inspection	`inspection`
Emergency	`emergency`

Priorities

Priority	Code
Low	`low`
Medium	`medium`
High	`high`
Critical	`critical`

Task statuses

Status	Code
Pending	`pending`
In progress	`in_progress`
Completed	`completed`
Cancelled	`cancelled`

Views

Mode switcher: Table, Kanban, Calendar. In table mode, view tabs are available:

View	Contents
All open	All work orders that are not closed
Mine	Assigned to the current user
Unassigned	Without a specific assignee
Overdue	Past their due date
Closed	In the “Closed” status

SLA

Parameter	Description
Priority	The priority of the work orders the policy applies to
Maintenance Type	The type of work orders; “All” means any type with this priority
Response	The deadline in minutes
Resolution	The completion deadline in minutes; defines the work order’s “Due Date”
Status badge	The remaining time or “SLA Breached”

When a work order is created, a policy is selected by priority and type; a policy with a matching type takes precedence over a policy with the “All” type. By default, the work order’s due date is calculated around the clock (without the “business hours only” mode).

Materials

The Materials tab records transactions from consumables.

Transaction type	Description
Issued	Material written off from a location to the work order
Returned	The remainder returned back

The total for each material: Issued, Returned, Net.

Attachments and photos

You can attach files to a work order on the Attachments tab. If an asset is linked to the work order, a Photos tab appears for uploading shots to the gallery; these photos are also visible in the linked asset’s gallery with a note about the source. For more, see Files and photos.

Settings tabs

The Settings → Work Order Settings section: Statuses · Priorities · Maintenance Types · Task Statuses · Status reasons · SLA. Business hours and holidays are set on the Settings → Working Hours page (the Business Hours and Holidays tabs) and affect the SLA calculation by business hours.

Analytics metrics

The Work Order Analytics page (address /work-orders/analytics): Total · SLA Compliance · MTTR · Planned Hours · Actual Hours. Additionally, the By status and By maintenance type breakdowns and the Work order trend over time.

Permissions

Work order permissions follow the work_orders.* pattern.

Permission	Action
`work_orders.view`	View
`work_orders.create`	Create
`work_orders.edit`	Edit
`work_orders.delete`	Delete (only work orders in the “Draft” status)
`work_orders.assign`	Assign
`work_orders.analytics`	Analytics
`work_orders.settings`	Settings

Permissions are assigned through the user’s role.