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. With our Business Plus Plan you will have the option to have more fields filled out on the Work order when it is created. All other Plans have access to the Basics.
How to Create Work Order Trigger on Web
Navigate to the Meters section
Select the Meter you’d like to set a work order trigger for
Then click on + New Work Order Trigger
Set up Trigger and Work Order details
You can set this to trigger each time the meter reading is
Less than, greater than, equal to, or reaches every (whatever value you select)
Work Order Title (required)
Work Order Description (optional)
Assign Main Worker (optional)
Once you’re finished, click Add Trigger!
TIP: These additional work order details are also only available on the Business Plus Plan:
Adding Images
Estimated Duration
Set Priority
Assign Category
Assign Additional Workers
Assign Team
Assign to a Location
Assign Asset
Purchase Order
Form Items
Files
Require Signature
Example GIF:
The work order trigger is to set up to create a new work order to change the oil every time the reading reaches 5000 miles. (This is a trigger at 5000, 10000, 15000 miles, etc.)
How to Create Work Order Trigger on Mobile
Start in the Meters section
Tap on the Meter that you’d like to set up a trigger for
Then tap Work Order Triggers
Tap on the + button on the lower right of your screen
Enter in your trigger, work order title, and description
Finally, select Add to save the 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!
Start in the Meters section
Select the Meter that you’ll be editing the trigger for
Under Work Order Triggers, click on the pencil 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!
For questions or concerns please reach out to Support via email at [email protected] or chat from in your Upkeep Account.