Work Orders and Defects in Builder

Add and manage work orders, assign resources for staging into the mobile app. Navigate to the dashboard to track the progress of work orders in the field. View and manage defects created from the app.

Job Management Overview
The desktop and mobile app are connected at all times. Data entered on any device is automatically updated unless the mobile device is offline. Once online ...
Tue, 24 Aug, 2021 at 7:10 AM
Navigating the Work Order Screen
To view the Work Order screen to manage the list of orders, Login to Onplan Builder, navigate to the Main Menu, click on Job Management>Work Orders to ac...
Mon, 18 Oct, 2021 at 2:14 PM
Process Flow - Create a Work Order
The following process outlines the requirements for creating a work order in Builder to make it available for execution via the Mobile App. 
Tue, 24 Aug, 2021 at 7:00 AM
Add a new Work Order
NOTE: Tasks / Documents must be associated to an Asset before it can have a Work Order number assigned. To add a new work order to the list. Click on th...
Mon, 18 Oct, 2021 at 2:28 PM
View a list of Defects and display report
Defects are created from the mobile app when completing a Work Order. Once the work order is completed, the defects are available to search and then view t...
Mon, 18 Oct, 2021 at 2:48 PM
Display the defect report for an asset
Defects/Notifications created in the app are available for viewing from the Job Management>Work Order menu. The defects are grouped by asset and can be e...
Mon, 18 Oct, 2021 at 3:03 PM
Edit a Defect
Once a defect is created on the mobile app, the defect can be edited. Edits that can be performed include Update the description Add an external defect/N...
Mon, 29 Mar, 2021 at 9:11 AM
Adding parts to a defect
Parts can be added to the defect to provide more information. Parts information includes Material Number - If available the ERP number can be added Part ...
Mon, 29 Mar, 2021 at 11:09 AM