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LearningGetting Started with OpexMXCreating Your First Work Order
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Beginner25 min

Creating Your First Work Order

Step-by-step guide to creating a work order.

Creating Your First Work Order

A work order is the backbone of maintenance in OpexMX — it captures what needs doing, on which asset, by whom, and by when. This lesson walks through creating one end to end.

What Goes Into a Work Order

Every work order carries the essentials:

  • Title — a short, scannable summary ("Replace conveyor motor bearing")
  • Description — the problem or task in detail, with symptoms and context
  • Asset — the equipment the work is tied to
  • Priority — how urgent (low, medium, high, critical)
  • Assignee — the technician responsible
  • Due date — when the work should be finished

Creating One

  1. Open Work Orders in the sidebar and click New Work Order
  2. Give it a clear title and description
  3. Pick the asset it concerns (or leave it unassigned for general work)
  4. Set a priority that reflects real urgency
  5. Assign a technician and a due date
  6. Save — the work order is now live and trackable

Work Order Types

  • Reactive — unplanned, "something broke" work
  • Preventive — scheduled maintenance to prevent failure
  • Inspection — routine checks and audits
  • Corrective — follow-up repairs found during an inspection

Tips

  • Write titles the way a technician would search for them later
  • Attach photos of the issue so the assignee arrives prepared
  • Link the parts you expect to use so inventory stays accurate