1. Coast App Help Center
  2. Maintenance Management
  3. Work Orders: Basics
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Create and Edit a Work Order

Create work orders for simple maintenance requests like changing a light bulb. For better tracking, you can also attach an asset, part, and location into a work order.

 

Steps to create and edit work orders in Coast:

Mobile
Desktop
  1. From the home screen, click into the Work Orders workspace. If you do not see this on your list, tap on the pencil icon Mobile_Pencil_Icon.png in the upper right hand corner, click on New Workflow, and select Maintenance Work Order Management.
  2. Create a work order by clicking on the plus button Mobile_Plus_Button.png on the bottom right corner.
  3. Fill in the details of the work order and click create. You can add a Title, Description, Assignee, Due Date, Asset, Location, and Image.

    Note: The Title of the work order is required to create a work order.
  4. Click Create on the top right corner.
  5. To edit an existing work order, click into the work order and find the field you want to update.
  6. Make desired edits in the the corresponding fields.
  7. Click Save on the top right corner.
  1. On the left hand side, click into the Work Orders workspace. If you do not see this on your list, tap on the pencil icon Desktop_Pencil_Icon.png in the upper left hand corner, click on New Workflow, and select Maintenance Work Order Management.
  2. You can create a work order by clicking on the New button  Desktop_New_Button.png on the top right corner.
  3. Fill in the details of the work order and click create. You can add a Title, Description, Assignee, Due Date, Asset, Location, and Image.

    Note: The Title of the work order is required to create a work order.
  4. Click Create on the top right corner.
  5. To edit an existing work order, click into the work order and find the field you want to update.
  6. Make desired edits in the the corresponding fields.
  7. Click Save on the top right corner.