Work Orders

Work Orders are the part of the To Do family most commonly linked to the engineering department, but all departments have access to them.


Work Order.png

In this article, you will learn how to create, start, and complete a Work Order from the desktop and mobile versions of Quore.

Desktop

How to Create a Work Order (Desktop)

1. From the desktop Dashboard, click + To Do.

2. Next, select Work Order.

3.  Select a location, area, item, and issue.

4. The Requested by field defaults to Staff Member to indicate that the Work Order is staff-requested. You can manually change the Work Order to Hotel Guest by using the dropdown.

Pro Tip:Selecting Hotel Guest from the Requested by dropdown will trigger escalation push notification alerts. Work Orders set to Staff Member will have push notifications, but will not escalate. Hotel Guest Work Orders will also create automatic Guest Callbacks once they are completed.

5. Enter any notes in the Details box (optional). Next, set the Due Date.

Note: The Due Date is when the Work Order will first appear on the assigned person’s/department’s To Do List. The Work Order will remain on the To Do List until it is deleted or closed.

6. For Work Orders, the Assign To field will default to Engineering. You can manually assign the Work Order to another department, to an individual, or anyone by using the dropdown menu to the left.

7. Add a photo (optional).

8. Click Post To Do.

Pro Tip: At the property level, only general managers, assistant managers, and operations managers can see all open Work Orders on their To Do List. Department-level users, including front desk, housekeeping, and engineering, will see Work Orders they created, Work Orders assigned directly to them or their department, and Work Orders assigned to Anyone. If you need to see all open Work Orders at your property, ask your manager to update your title in the Directory app to one of the management titles listed above.

Keep in mind: Changing your title will also change your department in Quore. For example, if you move from engineering to a management department, you will no longer receive engineering department notifications. Instead, you will receive notifications for your new department.

How to Start a Work Order (Desktop)

1. Locate the Work Order on the To Do List and click on the title to open it. Guestroom Work Orders will also appear on the Dashboard Rooms Grid; they will have an orange dot. Click on the room to view and start the open Work Order.

2. Once you have opened the Work Order, click the blue Start button to begin work.

Pro Tip: Work Orders are timed, so be sure to click Pause at any time you need to take a break. This will mark the Work Order as In Progress. To resume, open the Work Order and click Resume.

How to Complete a Work Order (Desktop)

1. From the To Do app, locate the Work Order on the Overview page. Click into the Work Order to view the full details.

2. Once you have clicked into the Work Order, click Start.

3. Click Close when the Work Order is completed. A message will appear to show you the details of the completed Work Order.

Pro Tip: Click Add Photos to attach photos or other files to the Work Order.

4. After clicking Close, you will be required to choose a Solution type. You can also enter information in the Cost and Notes fields. This is a great place to enter the cost for any parts or equipment purchased to fix the item and any relevant notes. Once you have done this, click Finish.

5. Work Order records can be found on the desktop in the Reports app.

Mobile

How to Create a Work Order (Mobile)

1. From the mobile To Do app, tap the + icon in the bottom-right corner of your screen.

2. Tap Work Order.


New Mobile Work Order.jpg

3. Select a location, item, and issue.

Pro Tip: The item list will update based off the location you select. For example, if you select guestroom 120 then the items on the list will correspond to guestroom 120. The items can be updated in the Inventory app. Learn more.

4. In the Details section you will notice a person icon labeled Guest Requested and a checkbox beside it. Work Orders default to Staff Requested, meaning that the box will be unchecked. To manually switch this work order from Staff Requested to Guest Requested, check the box.


5. Add a description and due date.

6. Assign To dropdowns for work orders will default to the engineering department, but you can manually change the dropdowns to assign the work order to another department, to a specific person, or to anyone.

7. Add a photo by tapping the camera icon in the Add Photos section.

8. When these steps are complete, tap Post.

Pro Tip: Need to update a Work Order? Tap the pencil icon in the bottom-right corner of the mobile app and select Edit. You can edit any Work Order you created, while chief engineers and management can edit all Work Orders at their property.

How to Start a Work Order (Mobile)

1. Naviagte to the To Do app, then select the Work Order.

Pro Tip: The arrows at the top of your To Do screen can be used to locate Work Orders assigned to other dates, or use the filter icon to filter your To Do List by only Work Orders.

2. Tap Start To Do to begin.

How to Complete a Work Order (Mobile)

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1. To complete a Work Order from your mobile device, select Complete.

2. Quore will then prompt you to choose a solution from the dropdown menu, enter the cost and add any final notes or photos.


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3. Once these steps are complete, select Complete to close out the Work Order.

4. Work Order records can be found on the desktop in the Reports app.

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