1. Click the Maintenance tab and select Search Requests.

2. Next, click View next to the request you wish to generate and send the work order for.

3. Click on Edit request details to assign a vendor if this has not previously been done or change the current vendor if you need to.

4. Select the appropriate vendor from the drop-down list and save. Omit this step if the vendor has already been assigned and doesn't need to be changed.

5. Click on Compose Vendor Work Order next to Email a Vendor Contact.

6. The vendor's details will be automatically completed. Check that they are correct.

7. Select an appropriate site contact, if necessary.

8. Fill out the Job Details and Entry Instructions, if provided byt either re-typing or using the Copy from Above links.

9. To preview the work order you have created, scroll down to the bottom of the page and click on Preview.

10. Click on Generate PDF.

11. A pop up will appear informing you that the Work Order PDF has been generated. Click on OK. The vendor work order is now attached the maintenance request.

 

 

 

 

To email this work order to the Vendor, follow these steps:

1. Click Email a Vendor Contact next to Compose Vendor Work Order.

2. Ensure that the correct vendors details are showing, then hit Continue.

 

3. Next, ensure you select the work order you wish to email to the vendor and click Continue again.

 

4. You'll be taken to our email section, with the "To" field already selected appropriately for you and the attachment already included in your email. Simply add a subject line and a quick note in the "Body" field.

6. Click Send Email.

7. Click I am done on the Confirmation Screen.

You will then see a note in the maintenance activity log confirming that the email has been sent.

 

That's all there is to it. It is now up to your vendor to complete the work requested.