How to manage a work order (web)

Efficient work order management is essential for keeping your fleet operational and minimizing downtime. Rapid Fleet's desktop platform allows you to quickly view, filter, and update work orders. Here's how to manage them step-by-step:

1. Accessing Work Orders

• Navigate to the Work Orders section from the left-hand menu and click on it.

2. Viewing and Filtering Work Orders

Once you're in the Work Orders section, you'll see:

• A list of all work orders

• Status information for each one

• A count of units currently out of service

You can filter the work orders by:

• Status

• Priority

• Assigned mechanic

• Equipment

• Location

You can also use the search bar to find work orders by keyword or ticket number.

3. Updating a Work Order

To update a work order:

a. Open the Work Order

• Click on a specific work order to view its details.

b. Use the Actions Menu

Click the Actions button on the right to access available updates:

• Check In

  • This changes the status of the work order and marks it as ready to be worked on.

  • A pop-up window will appear prompting you to enter engine hours.

  • Click Check In to confirm.

  • The work order status will change to Checked In.

• Update Status
  From the Actions menu, you can now change the status to:

  • In Progress

  • Work On Hold

  • Work Complete

• Additional Actions:

  • Add a Note

  • Assign to a Mechanic

  • Set Priority

  • Export to PDF

  • Take a unit out of service

  • Delete Work Order

c. Add Parts or Notes

• In the details section, you can also:

  • Add any parts used

  • Add notes. (These will print on the PDF file if the work order is exported into PDF)

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