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.

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 the + icon beside Actions. Click To Do.

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: Keep in mind that 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 trigger 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 out.

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. When finished, click Post To Do.

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.

Pro Tip: Only Work Orders relevant to you will appear on your To Do List.

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 from within the Work Orders section.

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.

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 if you wish by tapping the camera icon in the Add Photos section.

8. When these steps are complete, tap Post.

How to Start a Work Order (Mobile)

1. Naviagte to the To Do app, then tap on 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. This will allow you to locate your work order faster and more easily.

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, tap the red Complete button.

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

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

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