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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 selected users who belong to your organization and can access the work order. 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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Supervisor review FAQ

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How do I notify a supervisor that a work order is ready for review?

  1. Save your procedure responses and add the evidence the supervisor should review.
  2. Open Comments, type @, and select the supervisor from the suggestions. Typing their name as ordinary text does not create a mention.
  3. Add a clear handoff, such as “Ready for inspection. Please review the readings and attached photo.”
  4. Select Post on the web or Send on mobile.
The mention creates a notification for the selected supervisor if they are an active user in your organization and can access the work order. Email and push delivery depend on their notification preferences. The supervisor can open the same work order, review the evidence, and record their findings in a comment. Keep the work order active until your team’s review is finished, then have a user with permission set it to Done. This is a team handoff convention; posting a review comment does not create an approval state or enforce supervisor approval.

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Does the supervisor have to be assigned to the work order?

They need access to the work order, but they do not always need to be its creator or assignee. For example, an admin or a member with Full work-order visibility can receive a mention on an unassigned work order. With Limited visibility, check the supervisor’s access before sending the handoff. A mention does not grant access or change the work-order assignee. See Assignment and visibility for the access rules.

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Does completing the procedure automatically request supervisor approval?

No. Completing procedure fields does not send a dedicated “ready for approval” notification. Use a comment mention to request review explicitly. A Signature field can capture a signature on the web, but Canary does not currently assign individual procedure fields to a supervisor or enforce a supervisor-only sign-off. A signature field’s label is an instruction to the team, not an access restriction. A signature or review comment also does not automatically mark the work order Done. Procedure completion and work-order completion are separate. A completed procedure becomes read-only, so coordinate any signature before the final response completes it. See Complete a Procedure.

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What should we check if the supervisor gets no notification?

  • Confirm the comment was posted with the supervisor selected from the @ suggestions.
  • Confirm the supervisor is active in the same organization and can open the work order. Mentioning yourself does not notify you.
  • Check the supervisor’s Canary notification inbox. Work-order mention notifications remain there even when email or push is disabled or paused.
  • On the web, open Settings → Notifications → Work orders and enable the desired Email or Push channel for Mentions in comments. Check whether notifications are paused.
  • For push alerts, also check the mobile device’s notification permission for Canary. For email, check the spam folder.

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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.