Create work orders for simple maintenance requests like changing a light bulb. For better tracking, you can also attach an asset, part, and location to a work order.
Steps to create and edit work orders in Coast:
Mobile
Desktop
- From the home screen, click on the Work Orders workspace. If you do not see this on your list, tap on the pencil icon in the upper right-hand corner, click on New Workflow, and select Maintenance Work Order Management.
- Create a work order by clicking on the plus button on the bottom right corner.
- 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. - Click Create in the top right corner.
- To edit an existing work order, click on the work order and find the field you want to update.
- Make desired edits in the corresponding fields.
- Click Save in the top right corner.
- On the left-hand side, click on the Work Orders workspace. If you do not see this on your list, tap on the pencil icon in the upper left-hand corner, click on New Workflow, and select Maintenance Work Order Management.
- You can create a work order by clicking on the New button on the top right corner.
- 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. - Click Create in the top right corner.
- To edit an existing work order, click on the work order and find the field you want to update.
- Make desired edits in the corresponding fields.
- Click Save in the top right corner.