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How to Create Meter Work Order Triggers

With our Meter feature, you can quickly schedule work orders according to meter readings. We can measure mileage and other measures. Once you’ve achieved your set measure, a work order is automatically generated!  In this article we will explain how to create Meter Work Order Triggers and how to edit the Baseline for your Triggers. With our Business Plus Plan you will have additional options on your triggered Work Orders.


How to Create Work Order Trigger on Web

  1. Select “Meters”
  2. Select the Meter to set a trigger for
  3. On the Meter select + New Work Order Trigger
  4. Set up Trigger and Work Order details
    • Work Order Title
    • Work Order Description
    • Assign Main Worker
    • Add Images (Business Plus Function)
    • Estimated Duration (Business Plus Function)
    • Set Priority (Business Plus Function)
    • Assign Category (Business Plus Function)
    • Assign Additional Workers (Business Plus Function)
    • Assign Team (Business Plus Function)
    • Assign to a Location (Business Plus Function)
    • Assign Asset (Business Plus Function)
    • Purchase Order (Business Plus Function)
    • Form Items (Business Plus Function)
    • Files (Business Plus Function)
    • Require Signature (Business Plus Function)
  5. Select Save

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How to Create Work Order Trigger on Mobile

  1. Select “Meters”
  2. On the Meter to set a trigger for
  3. On the Meter select + New Work Order Trigger
  4. Select +Recurring Maintenance
  5. Enter in your trigger, work order title and description
  6. Select Add

How to Edit your Work Order Triggers Baseline

Within the Web Application you can see your current baseline for your Meter trigger. You can also edit this to change the baseline as desired.

  1. Select “Meters”
  2. Select the Meter you have a trigger for that you wish to edit
  3. On the Meter Trigger Select Edit Meter
  4. You will then see your Meters baseline and can make any adjustments as desired
  5. Select Save

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