Create and assign work requests directly within the platform, detailing specific issues or tasks for clear communication, efficient task management, and accurate record-keeping, ensuring timely and effective vehicle maintenance. In this video, learn to create work requests.

Video

Intermediate

MyGeotab

Creating adhoc maintenance with work requests

Creating adhoc maintenance with work requests! Let's get started. Navigate to the Work Order Management page in MyGeotab by either selecting Maintenance, then Work Order Management, or searching for Work Order Management in the menu. Select add Work request in the top right. Choose the asset that requires maintenance. Choose the issue this request should address. Manually created Work Requests use the same defect list configured on the Asset Inspection page of MyGeotab. Set the severity to communicate the urgency of the defect. When the defect has Dynamic severity, add a Due on date or Service due value to help schedule the work request. Include any details in the Description that will help the person completing or reviewing the maintenance work. Confirm the Asset, Defect, Severity, scheduling, and Description before adding the work request. Congratulations! You've completed this tutorial for creating adhoc maintenance with work requests.

Video Transcript