Creating Your First 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