This article explains how to issue work orders from the Resvu system. You will learn the three ways work orders can be created, how to complete the work order fields, how to send it to a contractor, how to share the work order with the committee, and how to manage the work order through to completion.

You will need to have the correct permissions set in order to issue work orders. To check this, navigate to: Settings ➡️ Admins ➡️ Edit your chosen admin ➡️ Select Roles & Permissions ➡️ Scroll down to Work Orders ➡️ Expand Work Orders and ensure that Work Orders has full access selected.

This video will walk you through how to issue work orders in Resvu.

There are three ways a work order can be created in Resvu. Pick the one that matches your scenario, then follow the step reference to jump straight to where you need to start.

Go to the Dashboard and Click New and select New Work Order.

There are 3 Additional fields, 2 of which are mandatory. You need to set up the Community, Lot, and Workflow Template fields (these only appear on standalone work orders, because they are not inherited from anywhere else).

Then continue to Step 2 to complete the remaining work order fields.

Click the request you wish to create a work order for.

click Actions, and select Work Order. Then continue to Step 2 to complete the remaining work order fields.

Click the request that contains the quote you wish to make the work order for

click the three-dot menu on the quote, and select Convert to Work Order

all of the work order fields are copied across from the quote, including the list of contractors.

You can skip Step 2 and go straight to Step 3 to select the contractor you want to proceed with.

This step applies if you are creating a standalone work order or a work order from an existing request. If you converted from a quote, you can skip to Step 3.

Click Select Contractor

Then choose from the list of contractors.

Then to confirm, click the contractor again

If you converted from a quote, the list of contractors from the quote will already be shown, just pick the one you want to proceed with.

Choose whether the budget is visible to the contractor.

You can send a copy of the work order to:

Once all fields, the contractor, and preferences are set, click Issue Work Order. The work order will be sent to the selected contractor.

Before a work order can be shared with the committee, the parent request must be shared. Go to the top of the request, click Share.

Choose the audience, select the committee group or individual members, and click Save.

Once the submission is shared, click Share to Committee on the work order. The audience will already be selected (greyed out). Choose the notification method — email or push notification — and click Share to Committee.

The work order is now visible to committee members in the resident portal under Committee Help Requests. Committee members will also see the status you set on the work order.

To update the status, go to properties and click on the Status.

The Status appears in the Admin dashboard and in the Activity log

You can edit the work order after it has been issued. Any edits you make require the work order to be reissued to the contractor.

Click the three-dot menu next to the contractor to attach documentation or to send a follow-up if you need to chase up the contractor.

Click the PDF icon on the work order to export it as a PDF.

The three-dot menu on the work order allows you to mark the work order as complete, cancel the work order, or cancel all future work orders (if the work order is recurring).

Once the work order is complete and all required information has been uploaded, go to Actions and click Close Request. This will close the work order and the parent request. Closed requests appear under the Closed tab on the Dashboard.