Creating and viewing a work order

Create, open, and review work orders in Android OutSmart NEXT.

Creating and viewing a work order

Create a work order when you need to register a new job from the field.

Open an existing work order to review planning, client data, forms, files, and status.

What you can do

• Create a new work order from Work Order.
• Open assigned work orders from Overview or Work Order.
• Review the full job before you start.
• Open completed work orders later from Overview - Archive.

Create a work order

1

Open the work order list

Go to Work Order.

Tap the add button if your role allows mobile creation.

2

Enter the basic details

Select the client or relation.

Add the job description.

Fill the visible planning and status fields.

3

Save the work order

Save the entry to create the work order.

The new work order appears in the work order list.

View a work order

Open a work order to see:

• Client Information
• Job Details
• Schedule
• Hours, Materials, Forms, and Documents

You can also see linked Objects and Resources (Equipment) when they are available.

Before you start

Check required fields first.

Some fields can be locked, hidden, or prefilled by configuration.

Active and archived work orders

Active work orders stay editable until completion.

Completed work orders usually move to Archive.

Archived work orders are typically read-only.