---
title: Creating & editing Work Orders in the Portal
description: Creating and Editing Work Orders in the Portal
---

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# Creating & editing Work Orders in the Portal

## Creating a Work Order turns a report into a field job you can assign to a technician, complete with checklists, photo requirements and notes.

#### **In this article:**

- [Creating a Work Order](https://www.support.snapsendsolve.com/creating-editing-work-orders-in-the-portal#C)
- [Editing a Work Order](https://www.support.snapsendsolve.com/creating-editing-work-orders-in-the-portal#E)  
  <https://www.support.snapsendsolve.com/creating-editing-work-orders-in-the-portal#T>

---

#### Creating a Work Order

1. Navigate to the **Reports** tab in the left hand navigation.
2. Click on a specific report and click on **Create Work Order**.   
   ![](https://www.support.snapsendsolve.com/hs-fs/hubfs/image-png-3.png?width=670&height=311&name=image-png-3.png)
3. Assign a Work Order priority (low, medium or high) to classify the urgency & risk to the community.
4. Select the requirements for the job: a **pre-work checklist** and/or **post-work checklist**. After Photos are currently mandatory for each job.  
   ![](https://www.support.snapsendsolve.com/hs-fs/hubfs/image-png-Sep-15-2026-03-50-04-1907-AM.png?width=487&height=911&name=image-png-Sep-15-2026-03-50-04-1907-AM.png)
5. Click **Next** and then assign a **technician.** The number of tasks that they currently have assigned to them will be shown to help you manage their capacity.  
   ![](https://www.support.snapsendsolve.com/hs-fs/hubfs/image-png-Sep-15-2026-03-50-32-6924-AM.png?width=538&height=1007&name=image-png-Sep-15-2026-03-50-32-6924-AM.png)
6. Click **Next** and choose a **scheduled date**. Any jobs that a technician already has on a day will be indicated in orange.  
   ![](https://www.support.snapsendsolve.com/hs-fs/hubfs/image-png-Sep-15-2026-03-51-20-0794-AM.png?width=583&height=1084&name=image-png-Sep-15-2026-03-51-20-0794-AM.png)
7. Click **Next** and review the Work Order’s details.
8. Toggle on/off **Snapper Timeline Updates**. These give Snappers more granular details about when a technician is travelling to a site, on site and conducting work.  
   ![](https://www.support.snapsendsolve.com/hs-fs/hubfs/image-png-Sep-15-2026-03-51-50-8971-AM.png?width=569&height=1073&name=image-png-Sep-15-2026-03-51-50-8971-AM.png)
9. Leave a note for the technician with details about the work required.
10. Click **Create** and the Work Order will be created and ready to view by a technician in the **Solve** app.

#### Editing a Work Order

You can edit a Work Order as long as it isn't already **in progress** or **completed**. An in progress work order includes when the technician is travelling, on site or currently undertaking works.

1. Open the Work Order.
2. Click **Edit**.
3. Update the technician, date, checklists or notes as needed.
4. Click **Save**

---

#### Summary

You've created a Work Order, set its requirements and assigned it to a technician. Next, see how to [track its status](https://www.support.snapsendsolve.com/tracking-the-status-of-work-orders-in-the-portal?hsLang=en-au)<https://app.notion.com/p/Tracking-the-status-of-Work-Orders-in-the-Portal-3ae8bd0870b2803381a7e324af1e21c5?pvs=21> as it moves through the field.

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