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Creating and Updating a Work Order

Instructions on how to create and update a Work Order in T3.

Updated over a week ago

The Work Orders feature in T3 allows you to create, assign, and manage service and inspection requests for your fleet.

Create a Work Order from the Service Page

You can create a work order for service or inspections from the Service page.

  1. In T3, select Service from the left menu.

  2. From the Work Orders table, select + Create.

  3. Choose the Work Order type:

    • Service

    • Inspection

Note: The Work Order will default to whichever view is currently selected in the table.

  1. Complete the required fields:

    • Asset – Select the asset.

    • Branch – Select the servicing branch. The Main branch is selected by default.

    • Description/Complaint – Enter details of the issue.

  2. Optional fields:

    • Tags

    • Assign users

    • Priority – Low, Medium, High, or Critical

    • Severity – Soft Down or Hard Down

    • Schedule Work Order – Set start date and time

  3. Select Create.

The new Work Order will appear in the Work Orders table.

Create a Work Order from an Asset

You can also create a Work Order directly from an asset.

  1. Navigate to the asset in the Fleet Map.

  2. Select Details.

  3. Open the Service tab.

  4. Select New Work Order.

Update a Work Order

  1. From the Work Orders table, select the blue Work Order ID link.

  2. The Work Order details page will open.

  3. Update any editable fields as needed.

Changes save automatically.

Assign a Technician to a Work Order

Technicians can be assigned directly from the table or from within the Work Order.

Assign from the Table.

  1. Locate the Work Order in the table.

  2. In the Assignee column, hover over the cell.

  3. Select Assign.

  4. Choose a user from the list.

The assignment updates immediately.

Assign from the Work Order

  1. Open the Work Order by selecting the blue ID link.

  2. Select the + next to Users.

  3. Search and select a technician.

  4. To remove a user, select their name and choose Remove.

What Can Be Edited in a Work Order

Depending on user permissions, you can update:

General Details

  • Tags

  • Severity (Soft Down or Hard Down)

  • Billing Type (Internal, Warranty, Customer)

  • Priority

Asset & Scheduling

  • Update the assigned asset (if no activity has been recorded)

  • Update Scheduled Start and End times

  • Transfer the Work Order to another Branch

Costs

  • Add manual costs to the Work Order.

Delete a Work Order

Managers and Owner-level users can delete a Work Order from the details page under the Actions button.

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