UpKeep Asset Operations

Available On: Lite, Starter, Professional and Business Plus

⚠️ Note Certain Functionalities will differ by plan type. View our Plan/Features list <a href="https://upkeep.com/pricing/" rel="nofollow noopener noreferrer" target="_blank">here</a>

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This guide will walk you through the steps to mark work orders as completed, ensuring all tasks are properly documented and closed out. Learn how to update task details, add completion notes, and confirm work completion in UpKeep!

When you select a first Work Order you will see all of the corresponding Work Order details.

1. If any Images are attached to your Work Order they will be viewable at the top

1. A Work Order Image 
   1. If any Images are attached to your Work Order they will be viewable at the top
2. The Work Order Priority
3. The Work Orders last Updated Date
4. The Work Order Number
5. The Work Order Title and Description
6. The Work Orders Status
7. The Work Order Time
8. The Specific details of the Work Order:

Task Items will save once you've either entered in information or selected an option

1. Complete your Tasks and Checklists
2. Task Items will save once you've either entered in information or selected an option

1. Add in your parts (or sets of Parts) 
2. Set and update their quantities 

1. Add any additional Labor (worker) costs and time for the Work Order

1. Parts 
   1. Add in your parts (or sets of Parts) 
   2. Set and update their quantities 
2. Labor
   1. Add any additional Labor (worker) costs and time for the Work Order
3. Costs
   1. Add in any additional costs needed 

Upload any files or add from your already saved files

View any of the files you've added to the Work Order 

1. Upload any files or add from your already saved files
2. View any of the files you've added to the Work Order 

View any Updates and notes on the Work Order 

1. Use @ Tagging to notify users
   1. You can select Everyone (which will be everybody assigned to the Work Order) 
   2. You can select specific Team Members

1. Select the Updates Tab
2. View any Updates and notes on the Work Order 
3. Add your own Work Order Updates/Comments
   1. Use @ Tagging to notify users
      1. You can select Everyone (which will be everybody assigned to the Work Order) 
      2. You can select specific Team Members

Once you've reviewed your Work Order you can set your Work Order Status. Select the toggle and then select the new Work Order Status

- Open
- In-Progress
- On Hold
- Complete

💡 Business Plus Plan users can create <a href="https://help.onupkeep.com/en/articles/9145531-how-to-create-custom-work-order-statuses" rel="nofollow noopener noreferrer" target="_blank">Custom Work Order Statuses</a>

Field	Example Entry	Guide
Start Date	01/01/24 11:00 am	This is when you want the work to begin
Due Date	01/05/24 10:00 am	This is when you want the work to be completed by
Category	Damage	The type of work is being performed Note: Create Categories in the Settings section of your account
Assigned to	Worker1	The Primary Assignee of the Work Order Note: Select from Paid Users within your People & Teams or from your Vendors
Team	Maintenance Team	Grouping users together as a team to help alert all users of assignment and updates Note: Teams are created within the People & Teams section
Additional Workers	Worker2, Vendor1	Any Additional Users assigned to the Work Orders Note: Select from Paid Users within your People & Teams or from your Vendors
Location	Factory	Where the technician is going for this Work Order
Asset	HVAC	What Asset is the work being performed on? Note: The Location listed will be based on the Assets location
Created	Created 01/01/24 10:00 am by Admin1	The user who created
Time	4	The amount of hours logged on the Work Orders

Work Order Details

Work Order Tasks

Parts and Costs

Files

Work Order Updates

Updating the Work Order Status