UpKeep Asset Operations

Available On: Starter, Professional and Business Plus

___________________________________________________________

By using Meters, you can quickly have work orders appear for work that needs to be done according to meter readings. For example: say you need to change the oil on a motor every 16,000 hrs and you log those hours through a Meter. You can have a work order fire off, the moment 16,000 hours has been entered.

This article explains how to create Meter Work Order Triggers and how to edit the Baseline for your Triggers.

- Start by going to the Meters section in UpKeep.

- Choose the meter for which you’d like to set a work order trigger.

- Once you’ve selected the meter, click on Create Trigger.

Set Up Trigger and Work Order Details:

- Define when the trigger should activate based on the meter reading:
 - Less than
 - Greater than
 - Equal to
 - Reaches every

- Work Order Title (required)
- Work Order Description (optional)
- Assign Main Worker (optional)
- Set Priority
- Assign Category
- Assign Additional Workers
- Assign Team
- Assign to a Location
- Assign Asset
- Purchase Order
- Form Items
- Files
- Require Signature
- Estimated Duration

- Once you’ve completed all the details, click Add Trigger to finalize the setup.

1. Navigate to the Meters Section:
 - Start by going to the Meters section in UpKeep.
2. Select the Desired Meter:
 - Choose the meter for which you’d like to set a work order trigger.
3. Click on Create Trigger:
 - Once you’ve selected the meter, click on Create Trigger.

4. Set Up Trigger and Work Order Details:
 - Define when the trigger should activate based on the meter reading:
 - Less than
 - Greater than
 - Equal to
 - Reaches every
5. Fill in Work Order Details:
 - Work Order Title (required)
 - Work Order Description (optional)
 - Assign Main Worker (optional)
 - Set Priority
 - Assign Category
 - Assign Additional Workers
 - Assign Team
 - Assign to a Location
 - Assign Asset
 - Purchase Order
 - Form Items
 - Files
 - Require Signature
 - Estimated Duration
6. Click Add Trigger:
 - Once you’ve completed all the details, click Add Trigger to finalize the setup.

How to Create Work Order Trigger on Mobile

- Open the Meters section in your UpKeep app.

- Tap on the meter you’d like to set up a trigger for.

- Tap on Work Order Triggers within the selected meter.

- Tap the + button located on the lower right of your screen.

- Fill in your trigger, Work Order Title, and Description.

- Finally, tap Add to save your new Work Order Trigger.

1. Start in the Meters Section:
 - Open the Meters section in your UpKeep app.
2. Select the Desired Meter:
 - Tap on the meter you’d like to set up a trigger for.
3. Go to Work Order Triggers:
 - Tap on Work Order Triggers within the selected meter.
4. Add a New Trigger:
 - Tap the + button located on the lower right of your screen.
5. Enter Trigger Details:
 - Fill in your trigger, Work Order Title, and Description.
6. Save the Trigger:
 - Finally, tap Add to save your new Work Order Trigger.

How to Edit the Work Order Triggers Baseline

With the web application, you can see your current baseline for the Meter work order trigger. You can edit this baseline to start the meter readings from a certain value! 

Select the Meter that you’ll be editing the trigger for

Under Work Order Triggers, click on the option menu to edit the trigger

You’ll then see a field for Baseline – update the value in that field to change the baseline

Finally, click Save to save your changes!

1. Start in the Meters section 
2. Select the Meter that you’ll be editing the trigger for 
3. Under Work Order Triggers, click on the option menu to edit the trigger

4. You’ll then see a field for Baseline – update the value in that field to change the baseline
5. Finally, click Save to save your changes!

How to Create Work Order Trigger on Web

How to Create Work Order Trigger on Mobile

How to Edit the Work Order Triggers Baseline