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Advice and answers from the UpKeep Asset Operations Team
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Work Order
Work
Order
Signature Capture
work
order
Open the
work
order
using the UpKeep mobile app (iOS or Android) Tap… UpKeep web app and click on Settings Select
Work
Orders In the
Work
Order
Configuration…
order
If a
work
order
has Required signature capture and is completed on the web, the user will
How to Import
Work
Orders and
Work
Order
History
B -
Work
Order
Title Monthly PM – HVAC Title of the
work
order
… D -
Work
Order
# 5555 Enter
work
order
number to be assigned… Description of the
work
order
How to Use
Work
Order
Templates
Learn how to use
Work
Order
Templates… What Are
Work
Order
Templates?… Option 2: Convert a
Work
Order
to a Template
How to Create
Work
Order
Categories
Learn to create
work
order
categories to help simplify reporting… How to Create New
Work
Order
Categories On Web… Available On: Essential, Premium, Professional, Enterprise
Work
Order
Categories act as the filing
How to Edit/Manage
Work
Order
Forms
Learn how to configure
work
order
forms… How to Configure your
Work
Order
Forms… FAQs about
Work
Order
Forms
How to Create Meter
Work
Order
Triggers
Automatically generate a
work
order
based on your meter readings!…
Order
Details:
Work
Order
Title (required)
Work
Order
Description (optional) Assign… Go to
Work
Order
Triggers: Tap on
Work
Order
Triggers within the selected meter
How to Use
Work
Order
Custom Fields
How to get additional custom Fields for your
Work
Orders… Default
Work
Order
Fields For advanced customization, Enterprise users can access Settings >
Work
Orders… How to Create a
Work
Order
Custom Field
How to Create Custom
Work
Order
Statuses
A guide to creating and using Custom
Work
Order
Statuses… How to Create Custom
Work
Order
Statuses… How to Use Your Custom
Work
Order
Statuses
Work
Order
Feedback/Review and How it Works
Feedback can be given on
work
orders, this doc shows you how it works and looks… The person who requested or created the
work
order
, will get an email once the
work
order
has been completed… When this is turned on and a
work
order
has been closed the person who REQUESTED or CREATED the
work
How to Add
Work
Order
Closing Notes
Learn how to leave closeout notes to share what helped solve the
Work
Order
… When marking a
Work
Order
as complete in UpKeep, you’ll have the option to add a closing note… Select the
Work
Order
. Go to the Overview tab
