On the Home page, tapping on "Create Work Order" will bring up the Create WO page. Depending on the system settings, the User will have the option to either create by searching for the Building Name/Number:

Or by asking them to scan the barcode of the Asset they wish to create the WO for, using the "Scan Asset Barcode" button:

Once a Building has been selected, the next page shown is the Summary page. This page will display the ongoing summary of the WO creation and will allow the user add the necessary details for the WO. Tapping a section will display the relevant page so further details can be provided. The first sections to appear are the Fault/Issue section and the Location section.

Depending on the system settings, the User may also have a prompt here to specify if they have an Asset Number or not. If the Users taps "Yes", the screen will change the Fault/Issue and Location sections to the Assets section.

In the cases where no Asset is chosen, the first section to fill in is the Fault/Issue section. Tapping this will Fault/Issue page where the user can enter the details of the fault or issue that needs correcting. In search field at the top, the user can enter in the fault they wish to create the WO for. When the User then performs the search, a list of Equipment/Service Types will appear relating to the entered search criteria and the relevant one can be selected by tapping it. Once selected, the User can change this by tapping "Change" if they wish to choose a different option.

The User next needs to choose the Fault/Issue with the selected Equipment/Service Type and the reason for the issue. These can be selected from the respective drop downs. If there is any further details needed, these can be entered in the Notes field at the bottom. Once all the information has been entered, tap "Submit" to proceed.

Next is the Location page, so long as an Asset has not been selected or an Asset Number has not been entered previously. A Location can be chosen in two ways. Firstly by using the drop down men at the top of the page. Typing into the field will display options to choose from based on the entered text. The second option is to use the drop down fields at the bottom of the page to locate the Location without having to type it in. The first choice is the Level from the Level drop down. Once selected, a second drop down appears containing Areas. Finally, after choosing an Area, the User is then able to select a Location from the Location drop down. If any further details are needed, enter these in the Additional Location Information field at the bottom. Tap "Submit" to proceed with process.

Note: In some cases, another drop down will appear first called the Block drop down. This is just another field in which the User chooses Block of the Building the issue is located at. This will only appear is this has been configured by the Client.

Note: Next to each drop down will be a button stating "Whole xxxx" where "xxxx" will be either Block, Level or Area. This option allows the User to specify that the issue affects the whole Block, Level or Area, rather than just a specific Location.

If an Asset bases Equipment Type was selected, the Asset(s) section will appear instead of the Location section. Once tapped, this will display the Asset(s) page were the User can choose the relevant Assets that this issue relates to. A list of Assets will be shown, relating to the selected Equipment Type. Tick the relevant Asset(s) or Scan the Barcode of the Asset(s) and tap "Submit" to continue.

If the User has an Asset Number, tap "Yes" and the Asset(s) page will be shown. This is slightly different than the previous Asset(s) page where a search bar appears. Entering in an Asset Number or part of one will bring back results relating to the entered text. Select the desired Asset(s) and tap "Submit" to proceed.

Once the issue has been selected and the Location/Asset has been selected, the next section is the Contact/Schedule section. Tapping this will display three fields in which the contact details can be entered. Choose a Contact Type form the drop down and enter the Contact Name and Contact Telephone in the respective fields. If the contact details are not know, tap the "Tap here to choose contact from list" button and a list of contacts available will be shown. Tap the correct contact. Once done, use the drop down field below to determine the urgency of the work. By default, this will show "Contractual Response (SLA)" and other options will be available, however choosing these other options will require the User to enter a reason as to why the default response should not be used. Once this has been chosen, tap "Submit" to continue".

Note: In some cases, if the User has the correct permission, they will see the Fixed Cost field. If the User taps yes, a fixed cost will be able to be entered in the field that appeared. Entering this cost does not necessarily mean this will be approved as it may need to be checked by an authoriser, so please bare this in mind.

Once the details have been entered, the summary can be checked over before the Work Order is created. If the User has permissions, they will be able to preview who the WO will be going to and if there are any Questionnaires to answer, this section may also appear and will need to be completed before the WO can be created. Once everything has been entered, tap "Submit" to create the Work Order.