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Create a work order for a job your maintenance team is ready to plan or perform. Use a Request first when the work needs review and approval.

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Create a blank work order

  1. Open Work Orders.
  2. Select New Work Order.
  3. Choose Blank Work Order if Canary asks how you want to start.
  4. Enter the required Title.
  5. Add a Picture, Description, and Files for the technician. Work-order files accept PDF or DOCX files up to 50 MB.
  6. Add Parts for this Work Order when the Parts feature is enabled.
  7. Select a Location and Asset. You can use Create New Location or Create New Asset from the same form.
  8. Select Add Procedure when the job should follow a standard procedure.
  9. Complete any organization-defined custom fields.
  10. Set Status, Priority, Assigned To, Due Date, and Scheduled Start.
  11. Select Create.
The form supports Low, Medium, High, and Critical priorities. A new work order can start as Open, On Hold, In Progress, or Done.

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Start from a Work Order Template

  1. Select New Work Order, then choose a template, or open Work Order Templates and select Use in New Work Order.
  2. Review every prefilled value.
  3. Add job-specific context and adjust the assignment, asset, location, dates, procedure, or parts.
  4. Select Create.
The current template editor can prefill the title, description, picture, priority, assignment, location, asset, procedure, and a due-date offset. See Work Order Templates.

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Dates serve different purposes

  • Due Date communicates the completion target and drives due-date filters and calendar placement.
  • Scheduled Start places the work at a specific date and time. Admins can also set it from the Schedule.

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Before creating work as Done

Review planned parts before selecting Done. Completion issues pending quantities from inventory when Parts is enabled and preserves an issued snapshot for maintenance history. After creation, Canary records a creation event, notifies initial assignees, and opens the work order for ongoing updates.