Definition of Work Order
Work order is a formal document or digital record that authorizes and details a task, job, or service request to be performed. It is commonly used in industries such as maintenance, field service, construction, manufacturing, and IT.
A typical work order includes:
- Work Order Number (for tracking)
- Requestor Details (who requested the job)
- Description of Work (tasks to be done)
- Assigned Personnel or Team (who will complete the task)
- Priority Level (urgent, standard, low)
- Due Date or Scheduled Time
- Required Materials or Equipment
- Status (open, in progress, completed, canceled)
- Approval Signatures (if needed)
Common Use Cases
- Facility & Equipment Maintenance (e.g., HVAC repair, IT fixes)
- Field Service & Installations (e.g., setting up a new machine)
- Manufacturing (e.g., production orders)
- Construction (e.g., subcontractor tasks)
- IT Services (e.g., software updates, hardware repair)
- Digital vs. Paper-Based Work Orders
Many SMBs still use paper or Excel-based work orders, but modern companies increasingly use digital work order management systems for tracking, automation, and reporting.
What can you edit in the Work Orders Organizer?
Don't like the default settings? Thanks to the flexibility of Aptien, you can customize many things to your liking.
- Edit the information related to the order
- Change order statuses
- Edit directories for job attachments
- Edit order acceptance form
- Edit the order submission form
- Add additional print forms automatically generated from orders
How Aptien can handle work orders
Work orders by using its task management and organizer system to streamline the process of requesting, assigning, tracking, and completing work-related tasks. Since Aptien is designed to connect assets, people, and tasks, it can efficiently manage work orders in industries like facility management, maintenance, field services, and IT support.
1. Creating a Work Order
- A work order can be initiated as a task in Aptien, linked to a specific asset, location, or person.
- It includes key details like the requestor, assigned personnel, priority, deadline, and description of work.
- You can attach documents, images, or checklists for clarity.
2. Assigning Work Orders
- Tasks can be assigned to employees, contractors, or teams.
- The assignee gets a notification and can access all work details in Aptien.
- If linked to an asset (e.g., equipment repair), the task remains connected to that asset’s history.
3. Tracking & Managing Progress
- Status updates like "Open," "In Progress," or "Completed" help track the work order lifecycle.
- Communication happens directly in the task, avoiding scattered emails.
- Automated reminders and due dates ensure timely completion.
4. Completing & Archiving Work Orders
- Once finished, the responsible person marks it as completed, optionally adding notes or photos as proof.
- The work order remains stored in Aptien, linked to assets or employees for future reference.
Use Cases for Work Orders in Aptien
- Facility & Maintenance Teams → Equipment repairs, building maintenance, inspections.
- IT & Office Management → Fixing hardware, setting up new devices.
- Field Service & Installations → Assigning tasks to technicians on-site.
- Why Use Aptien for Work Orders?