How to Create New Work Orders

Discover How to Create Work Orders in Gemini Smart! 🚀

Available on: Lite, Professional, and Business

⚠️ Note: Some features vary based on your plan. Check out our plans and features list for more details.

With Gemini Smart, creating work orders is simple and efficient. Track labor, materials, and costs to maximize asset longevity, improve efficiency, and reduce downtime. Identify trends and manage maintenance activities with precision and ease. 💡

Ready to Create Your First Work Order?

Here’s how:

Steps:

1. Locate the “Work Orders” tab in the left-hand menu.
2. Click the “New Work Order” button in blue, on the right side of the screen.
3. Fill out the work order form with all the required details.
   • ⚠️ Fields marked with a red asterisk (*) are mandatory.

Details Needed to Create a Work Order:

• Location*: Specify where the work will take place
• Asset: Link the work order to the relevant asset.
• Problem Code: Select appropriate category for the work order.
• Category*: Select the appropriate category for the work order.
• Priority: Select the appropriate category for the work order.
• Description*: Add a detailed explanation of the task to be completed.
• Images: Upload any relevant images.
• Documents: Upload any relevant documents.
• Start Date*: Specify when the work should begin.
• End Date*: Define the deadline for task completion.
• Assignment: Assign a primary worker, additional workers, or a team..
  • 💡 Note: If you select the location first, Gemini Smart will filter out resources not linked to that location.
  • 💡 Note: If an asset is already linked to a location, the associated location will automatically populate when you select the asset.
• Checklist: Attach any necessary checklists for the work order.
• Add Parts/Add Set: Attach any necessary Part/Set for the work order.
• Registration of hours is required: Check this box to activate this function.
• Accounting is required: Check this box to activate this function.

Finally, click Submit, and your work order is ready! 🚀

Frequently Asked Questions About Work Orders

Why don’t I see the full list of assets in the dropdown menu?

In Gemini Smart, assets and locations are connected to ensure accurate management. An asset must be associated with a specific location to appear in a work order. This system provides a complete overview and simplifies maintenance management.

Who can create work orders in Gemini Smart?

Can create work orders:

• Administrators
• Limited Administrators

💡 Note: Technicians and Limited Technicians can only edit work orders they create, but not those assigned to them.

Start Optimizing Your Maintenance Today!

With Gemini Smart, creating work orders is fast and straightforward. Keep everything organized, improve your team’s efficiency, and maximize your asset performance.

Ready to simplify your workflow? Start now! 🚀✨