How do I create Work Orders?

Overview:

You can create Work Orders on several pages in Traction Enterprise including Task Review and Task Manager. Task Manager is recommended when you need to assign work orders for multiple boundaries and/or multiple operators at once. 

Requirements:

• Crop Plans created on Operations>Plans>Crop Plans 
• Plans assigned to fields on Operations>Plans>Field Plans
• All operators added in Setup>People

Process:

Create Work Orders in Bulk from Task Manager

1. Navigate to Operations>Task Manager. 
2. Click the 'Details' button on the Task for which you would like to send out Work Orders.
3. In the top status bar, click 'Unassigned' to view only the fields that do not have Work Orders for this Task yet.
4. Select the fields which you would like to assign using the checkbox next to the field name.
5. Click 'Assign' in the lower right corner of the page.
6. Give your Work Order a name, choose your Assignee(s), then click 'Save & Close'.

Create Work Orders from the Task Review Page

1. Navigate to Operations>Review>Task Review.
2. View a list of tasks with planned dates that overlap with the current date. Adjust the dates using the filter at the top.
3. Use the filters across the top to locate the task where you want to create a work order.
4. Click Actions on the right side.
5. Click Create Work Order.

Note: Managers and operators (with certain permissions enabled) can also create Work Orders on their mobile devices.

Related Articles:
How do I assign Work Orders in bulk?
How do I quickly complete Work Orders in the Task Review?