When creating a relationship, you will need to know the Work Order ID(s) for the work orders involved in the relationship.
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To begin creating a relationship between work orders, open one of the involved work orders in Edit mode.
- For questions on how to edit work orders, please refer to the How do I create and edit a Work Order? article.
- NOTE: Work Order Relationships have no other function other than to display how different work orders relate to one another.
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Next, go to the Related Work Orders tab of the work order.
- Select the appropriate Relationship option from the drop-down.
- The default selection is "Related to."
- The available Relationship options, with included examples, are listed in the final section of this article.
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Once the Relationship has been selected, enter the ID number of the related work order in the Work Order ID field.
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Enter in the work order ID of the other work order you are looking to set the relationship with.
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After you have entered the work order ID, click Add to create the Relationship.
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NOTE: In order to save the relationship, you will need to click the Save button in the UNITY main header.
- If the incorrect ID was entered into the field, you can click Reset to wipe the entry and start over.
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After you have saved your work order, your section could look like this:
OR like this:
Viewing Related Work Orders
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In order to view the details of a work order that appears in a Related Work Orders section, click the Work Order ID number
- This action will open the related work order in a new browser tab
Removing a Relationship Between Work Orders
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To remove a Relationship, open one of the related work orders in Edit mode, then click the red X next to the appropriate work order
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After you have removed a relationship, you will need to Save the work order to finalize that change.
Relationship Options and Definitions
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Related to
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A general link between two WOs that are connected but without a strict sequence.
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Example: HVAC inspection is related to duct cleaning — one doesn’t depend on the other, but they’re part of the same maintenance project.
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Blocks
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This work order must be completed before another can proceed.
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Example: Electrical rough-in blocks ceiling installation — ceiling can’t be installed until electrical is done.
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- Blocked by
- This work order can’t start until the referenced work order is completed.
- Example: Painting is blocked by drywall repair.
- Precedes
- This work order happens before the other — more of a timeline reference than a strict dependency.
- Example: Preventive filter replacement precedes system inspection.
- Follows
- This work order happens after the other — again, timeline reference.
- Example: Equipment calibration follows initial install.
- Copied to
- This work order was used to create another — the second WO may have been slightly modified or assigned elsewhere.
- Example: You copied to another WO for a different building with similar needs.
- Copied from
- This work order was created based on another existing one.
- Example: You copied from a recurring WO template or similar job.