Goal
This article will help you learn how to issue work orders for jobs in the resvu platform. Residents are able to submit requests via the portal or app and these can have multiple work orders created and managed within them.
Before you get started
You will need to have the correct permissions set in order to manage work orders. To check this, navigate to:
Settings ➡️ Admins ➡️ Edit your chosen admin ➡️ Select roles & permissions ➡️ Scroll down to access detail ➡️ Expand workflows and ensure that job management has full access selected.
Issuing a work order from a resident request
Step 1 - Let's begin
Log in to the admin portal. From the dashboard, you will see all your resident requests. Locate the specific request which requires a work order and click on it.
Step 2 - Create a work order
Here you can see the request details. This is the information from the resident.
To create one or more work orders click on the action button in the top-right corner of the screen, then select work order from the dropdown menu.
This will open another tab, labelled work orders.
From here you can begin to create your specific work order.
Work order properties
Here is a list of all the specific quote request fields and their intention:
Summary*: provide a brief description of the job
Priority: let contractors know the priority
Budget: let contractors know the spending expectations
Job date: The agreed upon date when the Job is expected to begin
Recurring: Does this work order reoccur at specified dates (Click on the recurring frequency to get more options)
End date: The agreed upon date of Job completion
Site contact*: The Contractors main point of contact
Secondary site contact: The Contractors secondary point of contact
Description*: add further specifications
Attachments: upload relevant files or images
Step 3 - Select Contractor
Click Select Contractor, then search for the contractor you would like to invite to work order. Check the box next to the contractor you want to select.
You can use filters (such as contractor type) to refine your search.
Step 4 -Set your Preferences
You can choose whether to let contractors see the budget or not.
You can also choose to send a copy of the work order to any of the following users:
Admins
Committee members
Site contact & Secondary Site contact
Admins assigned to the Work Order
Selecting save as draft will save the information you have entered so far.
Step 5 - Issue the work order
Once you have added all the information and selected the contractor, the final step is to confirm your contractor selection by selecting the contractor and then click issue work order
Issue a stand alone work order
Step 1 - Let's begin
Log in to the admin portal, go to the Dashboard and click new ➡️ Work Order
Step 2 - Create a work order
From here you can begin to create your specific work order.
Work order properties
Here is a list of all the specific quote request fields and their intention:
Community*: What community this Work order is associated with
Workflow*: What workflow template this work order is associated with
Lot: The Lot details this work order is associated with
Summary*: provide a brief description of the job
Priority: let contractors know the priority
Budget: let contractors know the spending expectations
Job date: The agreed upon date when the Job is expected to begin
Recurring: Does this work order reoccur at specified dates (Click on the recurring frequency to get more options)
End date: The agreed upon date of Job completion
Site contact*: The Contractors main point of contact
Secondary site contact: The Contractors secondary point of contact
Description*: add further specifications
Attachments: upload relevant files or images
Step 3 - Select Contractor
Click Select Contractor, then search for the contractor you would like to invite to work order. Check the box next to the contractor you want to select.
You can use filters (such as contractor type) to refine your search.
Step 4 -Set your Preferences
You can choose whether to let contractors see the budget or not.
You can also choose to send a copy of the work order to any of the following users:
Admins
Committee members
Site contact & Secondary Site contact
Admins assigned to the Work Order
Selecting save as draft will save the information you have entered so far.
Step 5 - Issue the work order
Once you have added all the information and selected the contractor, the final step is to confirm your contractor selection by selecting the contractor and then click issue work order
Activity log
The activity log is at the bottom of the table. It is a timeline detailing all the actions that have been taken for the request, and by whom.
It is also a great way to check on or track the status of a request.
Training videos
This video shows how you can create a stand alone work order and issue it to a contractor.
This video shows how you can raise quotes and work orders after a workflow request has been initiated by a resident