How to Create Work Order

Last updated: 2025-02-20

What is Work Order

Work order is an authorization to perform requested task, job or activity. It is assigned to someone, typically maintenance worker or a vendor. Work order can be equivalent to a service order. 

Work order is created as follow ups to:

  • Internal employee request
  • Planned maintenance activity 
  • Inspections or audits
  • Sales order

Authorization to issue work order depending on the type of business. Trigger requests can be submitted by any one of employee. Once work request is reviewed and approved by authorised manager, an official work order to complete the job is issued.

How to Create a Work Order in Aptien

See where you can use Aptien to create a work order:

  • Equipment Maintenance Work OrdersExample: Maintenance of tools, machinery, and equipment (e.g., repairing hand tools).
  • Facility Management Work Orders: Example: Maintenance and repairs of building facilities and equipment (e.g., fixing air conditioning units).
  • IT Management Work Orders: Example: IT services (e.g., software updates, hardware repairs).
  • Inventory Management: Example: Tracking and managing inventory levels to ensure materials are available when needed.
  • Project Management Work Orders: Example: Construction tasks (e.g., tasks for subcontractors), installations and assemblies (e.g., order for installing new machinery).
  • Processing Payment: Example: Accounts payable work orders. Once approved, the accountant processes the payment according to the terms specified in the work order. This might involve issuing a check, making an electronic transfer, or another payment method.