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.
How to Create Work Order Trigger on Web
Navigate to the Meters Section:
Start by going to the Meters section in UpKeep.
Select the Desired Meter:
Choose the meter for which you’d like to set a work order trigger.
Click on Create 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
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
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
Start in the Meters Section:
Open the Meters section in your UpKeep app.
Select the Desired Meter:
Tap on the meter you’d like to set up a trigger for.
Go to Work Order Triggers:
Tap on Work Order Triggers within the selected meter.
Add a New Trigger:
Tap the + button located on the lower right of your screen.
Enter Trigger Details:
Fill in your trigger, Work Order Title, and Description.
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!
Start in the Meters section
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!
