Create a Maintenance Task/Work Order (MOP 2.0)

Create a Maintenance Task/Work Order (MOP 2.0)


A maintenance work order is a formal request or document that details a specific maintenance task or repair, including instructions and resource allocation, typically used in facility management to ensure proper maintenance and repairs are conducted.
Path: Dashboard > Maint

1. Click on "Add Maint".



2. Select the room number or the property area where the maintenance is to be done.



3. Select the duty type (there are more than 120 different duties to select from).



4. Choose the task's Priority (High, Medium, or Low) and Level (from 1 to 5, 1 being the lowest). The task's level can trigger a text message to the assignee based on their configured level in their profile. Also, a high prority task will show at the top of the assignee list, in red.



5. Assignee information:
- Status: Keep the Status "New".
- Assigned to: Select the assignee (who will conmplete the task).
- Checkout Time: Select the check out time if the room is currently occupied.
- Verified by: the status will be auto-checked upon the assignee profile status, but can be changed as needed.



6. Select the appropriate checkbox:
- Guest Maint: if the work order was submitted by a client and not by a team member, check the box.
- Disable 30 Day Archive: if the work order should be archives after 30 days if not resolved upon that time.
- Pet Room: If there is a pet in the room.
- Occupied: If the room is currently occupied.



7. Use the "Notes" field to add any information useful to the completion of the task. As well you can udelize the "New Image(s)" option to add photos from your computer or phone.



8. Click "Save" to complete the creation.



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