This guide walks you through opening a work order, understanding its key details, and navigating the tabs available to review job information before starting work.

Go to Work Orders — From the left navigation menu, click Work Orders to see the full list with columns for Work Order Code, Type, Status, Work Package Name, Assigned to User, Due Date, and Completed Date.

Click the Work Order Code — Click the blue Work Order Code link to open the work order detail view.

Header information — At the top you will see the Work Order Code, title, assigned technician, company, location, due date, and current status.

Left panel — Details — Shows Work Package, Milestone, Account, Priority, Start Date, Date Released, Date Completed, Created Date, Created By, Teams, Asset ID, Boundry, Tags, and Organisation.

Status badge — The coloured status badge (e.g. In Progress, New, Complete) shows where the job currently sits. Click it to update the status.

Checklist — The job checklist with all mandatory and optional fields to complete on-site.

Actions — Log and review actions taken against this work order.

Inspections — View inspection records associated with this job.

Media — Upload and view reference documents and field photos. The Media tab is organized into Reference and Field sections for different types of file uploads.

SOR Details — Schedule of Rates detail for this work order.

BOM Details — Bill of Materials associated with the job.

Form — Any forms linked to this work order.

Linked WO — View any work orders linked to this one.

Notes — Add and review notes from all team members.

💡 Tip: Before starting on-site, always check the Media tab for reference documents and the Checklist tab for mandatory fields — this avoids delays caused by missing information mid-job.