Integrate with Work Orders

Users with the Add, Remove, or Update Meters permissions can add individual meters, and integrate them with Work Orders.

This is a four-step process:

1. Set up permissions.
2. Add a meter.
3. Map the account and meters.
4. Enter a work order request.

Step 1: Set up permissions

a.  Select Admin > Roles.
b.  Next to the desired role, click . The Edit Role page appears.
c.  Under Meters, select the Add, Remove, Update, and View checkboxes.

    

d.  Click Save.

Step 2: Add a meter

a.  Select Admin > Integrations >  Integration. The Manage Meters page appears.

    
b.  Select Actions > Add Meter. The Add Meter pop-up appears.

    

c.  Do the following:

        i. Enter a Name.
        ii. Select the Account.
        iii. Select a Building.

            Note: The meter must be at the correct building for the integration to work.

        iv.  Select a Service.

         v. Enter a Description.

d.  Click Save Meter.

Step 3: Map the account and meters

a.  Select Admin > Integrations >  Integration. The Map Meters to  Assets page appears.

     

b.  For each Utilities meter, select a Work Order asset.
c.  Click Save Mappings.

Step 4: Enter a work order request

a.  Click Meters.
b.  Next to the meter you want, click . A pop-up appears.
c.  Do one of the following:

• For a work order request, click Create WO.
• For a preventative maintenance request, click Create PM.  

d.  Fill out the request form.

e.  Click Submit Request. The work order is associated with the respective asset.