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Comments hold the team’s conversation. Activity holds the chronological record of changes. PDF export creates a portable job or completion document from the work order’s current data.

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Add a comment

  1. Open a work order.
  2. Open Comments.
  3. Enter your update in the comment box.
  4. Type @ and choose a person when the update needs their attention.
  5. Select Post on the web or Send on mobile.
Commenting subscribes you to the work order. Mentions notify the selected users, and other subscribers can receive the new-comment update. Useful comments include diagnostic findings, access constraints, handoff notes, and context behind a status decision. Keep measured results in procedure fields so they remain structured.

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Review activity

Open Activity to see events such as:
  • work-order creation, including automation-created work;
  • status and assignment changes;
  • edited fields;
  • comments; and
  • published schedule, reschedule, and unschedule events.
Each activity entry records its time and, when available, the person who made the change. Publishing the Schedule creates both a structured schedule-change record with its previous and new values and a matching work-order Activity event.

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Attach a work-order document

  1. Open the work order on the web or mobile app.
  2. Open Files.
  3. Select Attach or the add action. On mobile, continue through My Files.
  4. Choose one PDF or DOCX file up to 50 MB.
  5. Wait for processing to begin, then refresh the list to review its current status.
Work-order documents stay with the current job. Put manuals and other reusable equipment knowledge on the asset record when Ask Canary should search them in asset context.

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Export a work order PDF

  1. Open the work order.
  2. Open More actions on the web or the work-order actions menu on mobile.
  3. Select Export PDF or Export to PDF.
  4. Save or share the generated file.
The PDF can include:
  • organization name and logo, work-order ID, status, priority, and QR code;
  • description, pictures, asset, location, assignment, requester, and dates;
  • the attached procedure snapshot and recorded responses;
  • planned or issued parts, subject to Parts visibility; and
  • a sign-off block and generated timestamp.
Attached work-order documents remain separate files in Canary; the generated PDF contains the work-order fields and procedure evidence listed above. The export follows the current viewer’s work-order access. Issued part costs appear for admins and stay omitted for other roles. Admins can configure the PDF under Settings → Organization → Document settings. Available settings include Accent color, PDF footer text, and Sign-off layout. The sign-off choices are Standard, NOM, and PEMEX SPPTR. Comments and the Activity timeline stay in Canary. Use the PDF for the job record and use Activity for the full change history.