Opening a Corrective Work Order from a Maintenance Task (Web & Mobile)

Andrea
Andrea
  • Updated

Save time when reporting issues discovered during maintenance. Create a corrective work order directly from a maintenance task, keeping the issue, equipment, and maintenance history connected.

Before you start: The work order type, default priority/category, and roles permitted to create corrective work orders from maintenance tasks are controlled by your Work Order Setup & Configuration settings. If these defaults need to be changed, update them there first.


On the Web Dashboard

  1. Open the maintenance task from the dashboard.
  2. Under Overview on a task, select Corrective Work Order. Screenshot 2026-10-29 at 4.43.30 PM.png
  3. The Corrective Work Order drawer opens on the right, with the equipment, location (building, floor, suite), and a reference to the maintenance task already filled in. Complete any remaining information.

  4. Add the problem details: describe what you found, and attach photos or notes if useful.

  5. Select Submit to create the work order.
  6. Work orders will appear in the Work Order table. 

On the Mobile App

  1. Open the maintenance task from your task list.
  2. Tap Open Corrective Work Order.
  3. The location (building, floor, suite) carries over.

  4. Add the problem details, including photos if useful.
  5. Tap Submit to create the work order.

Related articles: Completing Maintenance Tasks · Work Order Processing & Reporting

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