Creating a Work OrderWork Orders can be created Manually, in Bulk, or from a Quote or Defect. |
Creating a Work Order Manually
To manually create a new Work Order:
Navigate to the Work Order module or click the Create New button in the top left of Prestartr.
Click the ➕ New Work Order button.
Fill out the applicable Details, Tasks, and Actions as needed.
These sections are detailed below in the Work Order Fields section.
Creating Work Orders in Bulk, from a Quote, or a Defect
Invoices can also be automatically generated from other financial documents:
Bulk Import Work Orders
To bulk import Work Orders, first download the Work Order CSV Template.
- Click Import/Export in the Work Order module.
- Click Export as Sample to down the CSV Template.
Fill out the template with your Work Order details. Information on the available fields is listed below.
From the Import/Export button, you click Import to select your completed Template file.
Your template will be imported.
If it fails to import, it will produce an error file. Consult the error message in the file to troubleshoot your import.
Work Order Import Template Fields
The CSV Template has the following fields:
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System Generated ID
An automated number field created by Prestartr - Leave this field empty when importing.
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Summary
A free text field.
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Description
A free text field.
-
Work Order Type
Must match available Work Order Types.
-
Work Order Status
Must match available Work Order Statuses.
-
Company
Must match available Company records from the Companies module.
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Contact Person
Must match available People records from the People module.
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Assignees
Must match available People records from the People module.
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Plants
Must match available Plant records from the Plant module.
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Job
Must match available Job records from the Job module.
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Estimated Duration
A numerical field that equates a number of Days required.
-
Start Date
A date field - use the format: “DD/MM/YYYY” - 15/06/2025 -
Due Date
A date field - use the format: “DD/MM/YYYY” - 15/06/2025 -
Scheduled Date
A date field - use the format: “DD/MM/YYYY” - 15/06/2025 -
Priority
Only the following values will be accepted:- Very Low
- Low
- Normal
- High
- Urgent
Service Register Work Order
A Work Order can be created from the Service Register by clicking the Create W.O. button on the right of the listed Plant in the Service Register.
See Set up a Plant Service Register for more details.
Work Order from an Approved Quote
When a Quote is Confirmed, there is an option to Create Work Order in the header.
Work Order from a Defect
When a Defect is selected from the Defect Dashboard, click the Create Work Order button to create a Work Order.
Work Order Fields
There are a number of different fields and options when creating an Invoice in Prestartr, below are examples and definitions of what information is expected or available to a given field on an Invoice.
Details
Basic Details
These are the fields in the Basic Details section when creating a Work Order.
- Work Order Summary
- Description
-
Work Order Type
These are set up in the Work Order Types Catalogue. -
Work Order Number
This is an automated field populated by Prestartr - incrementing by 1 for each WO. - Notes
Linked Entities
These are the fields in the Linked Entities section when creating a Work Order.
-
Select Company
Select from available records from the Companies module. -
Select Contact Person
Select from available records from the People module. -
Select Assignees
Select from available records from the People module. -
Select Job
Select from available records from the Job module. -
Select Plant
Select from available records from the Plant module.
Work Order Details
These are the fields in the Work Order Details section when creating a Work Order.
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Files
Upload any relevant files or images to the Work Order.
Tasks
These are the fields in the Work Order Tasks section when creating a Work Order.
-
Task Code
An incremental number created per Milestone and Task. -
Cost Type
Available on Tasks only, not Milestones - set up in the Cost Type Catalogue. -
Service
Available on Tasks only, not Milestones - set up in the Service Type Catalogue. - Task Name & Task Description
- Quantity
-
Used Quantity
Only usable once the Work Order has been created. -
UOM
Selectable drop-down - set up in the UOM Catalogue. -
Unit Price
The price of the Task, set via the selected Service. Can be altered. - Sub Total
-
Status
Selectable for both Milestones and Tasks - may affect Defects linked to the Work Order.
Actions
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Position
The order that the Actions will display for the end-user when viewing a Work Order. - Name
- Description
-
Form Template
The specific Form Template that must be completed by the end-user.
User Zone Requirements
For a User to access and use a Work Order Action, it is required that the User is assigned to at least one zone - this can be as a Zone Manager or as as Zone Employee.
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