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Work Management
Work Management
Articles on the management of maintenance plans and issuance of work orders
Customer Success Team avatar
By Customer1 author20 articles
Work Management Module Overview

Plannes maintenance


Planned Maintenance
How to add a maintenance task plan?
What types of triggers can be added to a task?
How do subtask iterations work?
How to configure your resources by iteration?
How to set the date of the latest maintenance for the triggers by date?
How to link meters to a planned maintenance?
How to edit a plan’s tasks?
How to access the Additional Options menu of a task plan
How to share and import task plans?

Work management


Work Orders Overview
How to reschedule a Task?
How to execute the work management process for completing a work order?
How do I change a WO’s status?
How to create an Event triggered WO?
Types of Work Orders
How to create a Planned WO (work order)?
How to generate unplanned Works Orders using the Quick Action button?

Budgets


How to add and complete a WO subject to budget approval?
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