Creating a work order

Opening a work order takes four quick fields. Detail — units, lines, promised dates, paperwork — accumulates on the record as the job progresses.

Open the drawer

Go to Work Orders in the sidebar and click + New WO at the top right of the list. (The same form is available from the Command screen’s quick actions.)
The New work order drawer slides in from the right.

Screen: A right-side drawer titled “New work order” with four fields stacked vertically — Customer (a searchable dropdown showing “CODE — Name” entries), Type (a dropdown of the seven work order types, defaulting to REPAIR), Work scope (a free-text field with the placeholder “Customer complaint / scope…”), and Assign to (a dropdown of your workspace’s members, defaulting to Unassigned) — and a Create work order button beneath.

Fill the fields

Customer — pick who the job is for. The dropdown searches by code or name.
Type — what kind of job this is (table below). Defaults to REPAIR.
Work scope — the customer’s complaint or the requested scope, in plain words. Optional, but the shop will thank you: it prints on the work order PDF and shows on the record header.
Assign to — the teammate who owns the job, or leave it Unassigned. The assignee shows in the list’s Assigned column and on the record header.
Click Create work order. APEX assigns the WO number, confirms with a toast, and opens the new record so you can keep going.

A new work order starts in the RECEIVED stage with the ROUTINE priority.

If the Customer dropdown is empty, the customer hasn’t been created yet — add them in the Customers module first, then come back.

Work order types

The type tells the shop — and your reports — what kind of job it is. It shows in the list, on the record header, and on the printed work order.

Type	In shop terms
`REPAIR`	Fix a reported defect and return the unit serviceable. The default and the most common job.
`OVERHAUL`	Full strip-down to the manual: disassemble, inspect, replace what the overhaul requires, rebuild, and test.
`INSPECTION`	Inspect and/or test only — establish condition, certify it, or report findings so the customer can decide next steps.
`MODIFICATION`	Embody a modification — a Service Bulletin, an upgrade, a configuration change.
`TEARDOWN`	Disassemble a unit to harvest usable piece parts. The harvested parts are tracked as units on the WO.
`EXCHANGE`	The job supports an exchange transaction — the customer gets a serviceable unit and a core comes back.
`MANUFACTURE`	Build up a new assembly rather than repairing an existing one.

Priorities

Every work order carries one of three priorities. Priority shows as a column in the list, in the row peek drawer, and on the record header.

Priority	Meaning
`ROUTINE`	Normal shop flow. Every work order created from the console starts here.
`EXPEDITE`	The customer is paying — or asking — for speed. Move it up the queue.
`AOG`	Aircraft on ground. The highest urgency in the shop: AOG jobs drive the red AOG tile on the list, and Material Readiness reserves stock for AOG work first.

Work orders that arrive through a data migration or an integration can carry EXPEDITE or AOG from the source system. With the AOG plugin installed, every open AOG job also appears on the AOG Desk with a live SLA timer.

After creating

The new record opens with empty sections ready to fill:

Receive and track the physical units — see Parts, labor & material.
Advance the job through its stages — see Lifecycle & stages.
If work can’t start yet, place a hold — see Holds & the Hold Board.