Work orders (Core & Plus) - Revision history

Cims wiki at 16:17, 15 May 2026

2026-05-15T16:17:42Z

← Older revision		Revision as of 16:17, 15 May 2026
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	[[Work orders (~~Gold~~ & ~~Light~~)#Work order basics\|Work order basics]]		[[Work orders (Core & Plus)#Work order basics\|Work order basics]]

	[[Work orders (~~Gold~~ & ~~Light~~)#Create a work order\|Create a work order]]		[[Work orders (Core & Plus)#Create a work order\|Create a work order]]

	[[Work orders (~~Gold~~ & ~~Light~~)#Find a work order\|Find a work order]]		[[Work orders (Core & Plus)#Find a work order\|Find a work order]]

	[[Work orders (~~Gold~~ & ~~Light~~)#Edit a work order\|Edit a work order]]		[[Work orders (Core & Plus)#Edit a work order\|Edit a work order]]

	[[Work orders (~~Gold~~ & ~~Light~~)#Add media\|Add media]]		[[Work orders (Core & Plus)#Add media\|Add media]]

	[[Work orders (~~Gold~~ & ~~Light~~)#The work order progressive web app - work orders on your phone!\|The work order progressive web app - work orders on your phone!]]		[[Work orders (Core & Plus)#The work order progressive web app - work orders on your phone!\|The work order progressive web app - work orders on your phone!]]
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	Once created, you can email a work order to someone or print it out, just use the "Email" or "Print options" buttons.		Once created, you can email a work order to someone or print it out, just use the "Email" or "Print options" buttons.

	If your cemetery does choose to use work orders, you can have a member of the staff logged into CIMS and logged into the work order progressive web app simultaneously; this is useful if you have staff out in the field who need to see assigned work, but you don't necessarily want to pay for an extra license. This is an exception to how our licenses normally work. Read more about [[Work orders (~~Gold~~ & ~~Light~~)#The work order progressive web app - work orders on your phone!\|the progressive web app]] below.		If your cemetery does choose to use work orders, you can have a member of the staff logged into CIMS and logged into the work order progressive web app simultaneously; this is useful if you have staff out in the field who need to see assigned work, but you don't necessarily want to pay for an extra license. This is an exception to how our licenses normally work. Read more about [[Work orders (Core & Plus)#The work order progressive web app - work orders on your phone!\|the progressive web app]] below.
	<br><br>		<br><br>
	<div style="clear:both;"></div>		<div style="clear:both;"></div>
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	If a work order is associated with a space, it will show in the Ownership tab for that space in the work orders section. Open a space in the right-hand panel to see its work orders. Similarly, work orders associated with a marker will show with its information in the right-hand panel, and the same with burials.		If a work order is associated with a space, it will show in the Ownership tab for that space in the work orders section. Open a space in the right-hand panel to see its work orders. Similarly, work orders associated with a marker will show with its information in the right-hand panel, and the same with burials.

	Need a complete list of your work orders? In the Search tab of the left-hand panel, choose the type "Work orders". For a complete list of work orders, just click "Search", no need to fill out anything else. Refine your search results by type, task, completion, and other filters. Read more about searching on [[Searching (~~Gold~~ & ~~Light~~)\|the Searching page]].		Need a complete list of your work orders? In the Search tab of the left-hand panel, choose the type "Work orders". For a complete list of work orders, just click "Search", no need to fill out anything else. Refine your search results by type, task, completion, and other filters. Read more about searching on [[Searching (Core & Plus)\|the Searching page]].

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Cims wiki: Cims wiki moved page Work orders (Gold & Light) to Work orders (Core & Plus)

2026-05-15T15:51:22Z

Cims wiki moved page Work orders (Gold & Light) to Work orders (Core & Plus)

← Older revision	Revision as of 15:51, 15 May 2026
(No difference)

Cims wiki: /* The work order progressive web app - work orders on your phone! */

2026-01-08T21:44:32Z

The work order progressive web app - work orders on your phone!

← Older revision		Revision as of 21:44, 8 January 2026
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	<gallery widths="250" heights="420">		<gallery widths="250" heights="420">
	File:PWA 1.png\|~~Scan the QR code~~ in CIMS ~~with your device~~ to open ~~the progressive web app~~.		File:Open the PWA modal (Gold-Light).png\|Click "Work Order PWA" in CIMS to open a popup with a QR code.
	File:PWA 2.jpg\|Scanning the QR code will reveal a URL for you to open.		File:PWA 2.jpg\|Scanning the QR code will reveal a URL for you to open.
	File:PWA 3.jpg\|Login to the progressive web app using your usual CIMS credentials.		File:PWA 3.jpg\|Login to the progressive web app using your usual CIMS credentials.

Cims wiki: /* The work order progressive web app - work orders on your phone! */

2026-01-08T21:34:16Z

The work order progressive web app - work orders on your phone!

← Older revision		Revision as of 21:34, 8 January 2026
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	To use the web app:		To use the web app:

	*First, login to CIMS. Click on "Work ~~orders~~" in the top navigation bar. Use the device you want to access the progressive web app through to scan the QR code that appears in the dropdown.		*First, login to CIMS. Click on "Utilities", then "Work Order PWA" in the top navigation bar. Use the device you want to access the progressive web app through to scan the QR code that appears in the dropdown.
	*Login to the progressive web app on your device using your usual CIMS credentials.		*Login to the progressive web app on your device using your usual CIMS credentials.
	*Install the web app on your phone, either by following the directions on your screen or your phone may have a device-specific prompt.		*Install the web app on your phone, either by following the directions on your screen or your phone may have a device-specific prompt.

Cims wiki: /* Create a work order */

2026-01-08T21:31:39Z

Create a work order

← Older revision		Revision as of 21:31, 8 January 2026
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	Work orders can be created from several places:		Work orders can be created from several places:

	*Click on "~~Work orders~~" in the top navigation bar, then click "New work order".		*Click on "Utilities" in the top navigation bar, then click "New work order".
	*Throughout the right-hand panel, on the Ownership tab, Burial tab, Marker tab and more, there will be "New work order" buttons.		*Throughout the right-hand panel, on the Ownership tab, Burial tab, Marker tab and more, there will be "New work order" buttons.
	**An advantage of creating a work order from the Ownership tab, for example, is that information about the space will auto-fill. The other tabs will work similarly, where a work order made from a marker on the Marker tab will auto-fill with marker information, etc.		**An advantage of creating a work order from the Ownership tab, for example, is that information about the space will auto-fill. The other tabs will work similarly, where a work order made from a marker on the Marker tab will auto-fill with marker information, etc.

Cims wiki: /* The work order progressive web app - work orders on your phone! */

2025-11-06T19:37:11Z

The work order progressive web app - work orders on your phone!

← Older revision		Revision as of 19:37, 6 November 2025
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	*Once installed, the progressive web app acts just like a normal app; it will appear as an icon you can move around your screen, tap to open, or delete as you would any other app.		*Once installed, the progressive web app acts just like a normal app; it will appear as an icon you can move around your screen, tap to open, or delete as you would any other app.

	<span style="border:2px solid #c2dce9;padding:10px;border-radius:5px;background-color:#f2fbff;margin:15px 0px;display:block;">If you share your login with your grounds staff, they will be able to login to the CIMS admin page as well ~~with~~ your ~~credentials~~. CIMS offers licenses specifically for grounds crews, [https://www.cimscemeterysoftware.com/technical-support/ contact us to learn more].</span>		<span style="border:2px solid #c2dce9;padding:10px;border-radius:5px;background-color:#f2fbff;margin:15px 0px;display:block;">If you share your login credentials with your grounds staff, they will be able to login to the CIMS admin page as well and potentially be able to change your data. CIMS offers licenses specifically for grounds crews, [https://www.cimscemeterysoftware.com/technical-support/ contact us to learn more].</span>

	<gallery widths="250" heights="420">		<gallery widths="250" heights="420">

Cims wiki: /* The work order progressive web app - work orders on your phone! */

2025-11-06T19:36:07Z

The work order progressive web app - work orders on your phone!

← Older revision		Revision as of 19:36, 6 November 2025
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	Usually with CIMS licenses, only one person can use a login at a time. If another person logs into CIMS on another device with your credentials, you will be automatically logged out. An exception to this is the web app; you can share your login with staff in the field and they can login to the web app without causing you to be forced to logout. Staff in the field can then view work orders, add media, mark them as complete, and so on.		Usually with CIMS licenses, only one person can use a login at a time. If another person logs into CIMS on another device with your credentials, you will be automatically logged out. An exception to this is the web app; you can share your login with staff in the field and they can login to the web app without causing you to be forced to logout. Staff in the field can then view work orders, add media, mark them as complete, and so on.

	<span style="border:2px solid #c2dce9;padding:10px;border-radius:5px;background-color:#f2fbff;margin:15px 0px;display:block;">If you share your login with your grounds staff, they will be able to login to the CIMS admin page as well with your credentials. CIMS offers licenses specifically for grounds crews, [https://www.cimscemeterysoftware.com/technical-support/ contact us to learn more].</span>

	To use the web app:		To use the web app:
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	*Install the web app on your phone, either by following the directions on your screen or your phone may have a device-specific prompt.		*Install the web app on your phone, either by following the directions on your screen or your phone may have a device-specific prompt.
	*Once installed, the progressive web app acts just like a normal app; it will appear as an icon you can move around your screen, tap to open, or delete as you would any other app.		*Once installed, the progressive web app acts just like a normal app; it will appear as an icon you can move around your screen, tap to open, or delete as you would any other app.

			<span style="border:2px solid #c2dce9;padding:10px;border-radius:5px;background-color:#f2fbff;margin:15px 0px;display:block;">If you share your login with your grounds staff, they will be able to login to the CIMS admin page as well with your credentials. CIMS offers licenses specifically for grounds crews, [https://www.cimscemeterysoftware.com/technical-support/ contact us to learn more].</span>

	<gallery widths="250" heights="420">		<gallery widths="250" heights="420">
	File:PWA 1.png\|Scan the QR code in CIMS with your device to open the progressive web app.		File:PWA 1.png\|Scan the QR code in CIMS with your device to open the progressive web app.

Cims wiki at 19:35, 6 November 2025

2025-11-06T19:35:32Z

← Older revision		Revision as of 19:35, 6 November 2025
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	Work orders have a dedicated progressive web app! A web app is a webpage that you can actually install a shortcut to on your device (usually a phone or tablet). The web app will have an icon on your device's screen and look and act like an app.		Work orders have a dedicated progressive web app! A web app is a webpage that you can actually install a shortcut to on your device (usually a phone or tablet). The web app will have an icon on your device's screen and look and act like an app.

	Usually with CIMS licenses, only one person can use a login at a time. If another person logs into CIMS on another device with your credentials, you will be automatically logged out. An exception to this is the web app; you can share your login with staff in the field and they can login to the web app without causing you to be forced to logout. Staff in the field can then view work orders, add media, mark them as complete, and so on.<br>To use the web app:		Usually with CIMS licenses, only one person can use a login at a time. If another person logs into CIMS on another device with your credentials, you will be automatically logged out. An exception to this is the web app; you can share your login with staff in the field and they can login to the web app without causing you to be forced to logout. Staff in the field can then view work orders, add media, mark them as complete, and so on.

			<span style="border:2px solid #c2dce9;padding:10px;border-radius:5px;background-color:#f2fbff;margin:15px 0px;display:block;">If you share your login with your grounds staff, they will be able to login to the CIMS admin page as well with your credentials. CIMS offers licenses specifically for grounds crews, [https://www.cimscemeterysoftware.com/technical-support/ contact us to learn more].</span>

			To use the web app:

	*First, login to CIMS. Click on "Work orders" in the top navigation bar. Use the device you want to access the progressive web app through to scan the QR code that appears in the dropdown.		*First, login to CIMS. Click on "Work orders" in the top navigation bar. Use the device you want to access the progressive web app through to scan the QR code that appears in the dropdown.

Cims wiki: /* The work order progressive web app - work orders on your phone! */

2025-03-10T22:51:47Z

The work order progressive web app - work orders on your phone!

← Older revision		Revision as of 22:51, 10 March 2025
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	[[File:Gold-Light work order print email.png\|thumb\|499x499px\|Work orders in CIMS can be easily printed out or emailed.]]		[[File:Gold-Light work order print email.png\|thumb\|499x499px\|Work orders in CIMS can be easily printed out or emailed.]]
	Your cemetery might choose to use work orders to direct your internal employees to do certain work, such as digging graves, installing a headstone, pruning a tree, etc. Work orders can have optional due dates, can have media attached to them, can be marked as completed, and more.		Your cemetery might choose to use work orders to direct your internal employees to do certain work, such as digging graves, installing a headstone, pruning a tree, etc. Work orders can have optional due dates, can have media attached to them, can be marked as completed, and more.

	Once created, you can email a work order to someone or print it out, just use the "Email" or "Print options" buttons.		Once created, you can email a work order to someone or print it out, just use the "Email" or "Print options" buttons.

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	[[File:Searching for work orders.png\|thumb\|500x500px\|Use the Search tab for a list of your work orders.]]		[[File:Searching for work orders.png\|thumb\|500x500px\|Use the Search tab for a list of your work orders.]]
	If a work order is associated with a space, it will show in the Ownership tab for that space in the work orders section. Open a space in the right-hand panel to see its work orders. Similarly, work orders associated with a marker will show with its information in the right-hand panel, and the same with burials.		If a work order is associated with a space, it will show in the Ownership tab for that space in the work orders section. Open a space in the right-hand panel to see its work orders. Similarly, work orders associated with a marker will show with its information in the right-hand panel, and the same with burials.

	Need a complete list of your work orders? In the Search tab of the left-hand panel, choose the type "Work orders". For a complete list of work orders, just click "Search", no need to fill out anything else. Refine your search results by type, task, completion, and other filters. Read more about searching on [[Searching (Gold & Light)\|the Searching page]].		Need a complete list of your work orders? In the Search tab of the left-hand panel, choose the type "Work orders". For a complete list of work orders, just click "Search", no need to fill out anything else. Refine your search results by type, task, completion, and other filters. Read more about searching on [[Searching (Gold & Light)\|the Searching page]].

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	[[File:PWA work order view.jpg\|thumb\|486x486px\|With the progressive web app, you can view work orders, add media and mark them as completed.]]		[[File:PWA work order view.jpg\|thumb\|486x486px\|With the progressive web app, you can view work orders, add media and mark them as completed.]]
	Work orders have a dedicated progressive web app! A web app is a webpage that you can actually install a shortcut to on your device (usually a phone or tablet). The web app will have an icon on your device's screen and look and act like an app.		Work orders have a dedicated progressive web app! A web app is a webpage that you can actually install a shortcut to on your device (usually a phone or tablet). The web app will have an icon on your device's screen and look and act like an app.

	Usually with CIMS licenses, only one person can use a login at a time. If another person logs into CIMS on another device with your credentials, you will be automatically logged out. An exception to this is the web app; you can share your login with staff in the field and they can login to the web app without causing you to be forced to logout. Staff in the field can then view work orders, add media, mark them as complete, and so on.<br>To use the web app:		Usually with CIMS licenses, only one person can use a login at a time. If another person logs into CIMS on another device with your credentials, you will be automatically logged out. An exception to this is the web app; you can share your login with staff in the field and they can login to the web app without causing you to be forced to logout. Staff in the field can then view work orders, add media, mark them as complete, and so on.<br>To use the web app:

Cims wiki: /* Create a work order */

2025-03-10T22:50:48Z

Create a work order

← Older revision		Revision as of 22:50, 10 March 2025
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	==Work order basics==		==Work order basics==
	[[File:~~Print or email a~~ work order.png\|thumb\|~~420x420px~~\|Work orders in CIMS can be easily printed out or emailed.]]		[[File:Gold-Light work order print email.png\|thumb\|499x499px\|Work orders in CIMS can be easily printed out or emailed.]]
	Your cemetery might choose to use work orders to direct your internal employees to do certain work, such as digging graves, installing a headstone, pruning a tree, etc. Work orders can have optional due dates, can have media attached to them, can be marked as completed, and more.		Your cemetery might choose to use work orders to direct your internal employees to do certain work, such as digging graves, installing a headstone, pruning a tree, etc. Work orders can have optional due dates, can have media attached to them, can be marked as completed, and more.
	Once created, you can email a work order to someone or print it out, just use the "Email" or "Print options" buttons.		Once created, you can email a work order to someone or print it out, just use the "Email" or "Print options" buttons.
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	*Click on "Work orders" in the top navigation bar, then click "New work order".		*Click on "Work orders" in the top navigation bar, then click "New work order".
	*Throughout the right-hand ~~flyout~~, on the Ownership tab, Burial tab, Marker tab and more, there will be "New work order" buttons.		*Throughout the right-hand panel, on the Ownership tab, Burial tab, Marker tab and more, there will be "New work order" buttons.
	**An advantage of creating a work order from the Ownership tab, for example, is that information about the space will auto-fill. The other tabs will work similarly, where a work order made from a marker on the Marker tab will auto-fill with marker information, etc.		**An advantage of creating a work order from the Ownership tab, for example, is that information about the space will auto-fill. The other tabs will work similarly, where a work order made from a marker on the Marker tab will auto-fill with marker information, etc.

	Use one of the above methods to start the process. The right-hand panel will change to read "New work order". Fill out as much or little information as you like, including the task, priority, due date, details about the work that needs to be done, and more. Click "Save".<gallery widths="375" heights="280">		Use one of the above methods to start the process. The right-hand panel will change to read "New work order". Fill out as much or little information as you like, including the task, priority, due date, details about the work that needs to be done, and more. Click "Save".<gallery widths="375" heights="280">
	File:~~Creating a~~ work order 1.png\|Work orders can be created several ways. Use the navigation bar or buttons found throughout the right-hand ~~flyout~~.		File:Gold-Light create work order 1.png\|Work orders can be created several ways. Use the navigation bar or buttons found throughout the right-hand panel.
	File:~~Creating a~~ work order 2.png\|Fill in the work order's information, then click "Save".		File:Gold-Light create work order 2.png\|Fill in the work order's information, then click "Save".
	File:~~Creating a~~ work order 3.png\|In the above image, this ~~marker~~ has a work order associated with it. The work order will show below the marker's information, ~~and above its media~~. Click on the work order to see its details.		File:Gold-Light create work order 3.png\|In the above image, this burial has a work order associated with it. The work order will show to the right or below the marker's information, depending on your screen size. Click on the work order to see its details.
	</gallery>		</gallery>

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	==Find a work order==		==Find a work order==
	[[File:Searching for work orders.png\|thumb\|500x500px\|Use the Search tab for a list of your work orders.]]		[[File:Searching for work orders.png\|thumb\|500x500px\|Use the Search tab for a list of your work orders.]]
	If a work order is associated with a space, it will show in the Ownership tab for that space in the work orders section. ~~Click on the~~ space ~~or load its information~~ in the right-hand ~~flyout another way~~ to see its work orders. Similarly, work orders associated with a marker will show with its information in the right-hand panel, and the same with burials.		If a work order is associated with a space, it will show in the Ownership tab for that space in the work orders section. Open a space in the right-hand panel to see its work orders. Similarly, work orders associated with a marker will show with its information in the right-hand panel, and the same with burials.
	Need a complete list of your work orders? In the Search tab of the left-hand ~~flyout~~, choose the type "Work orders". For a complete list of work orders, just click "Search", no need to fill out anything else. Refine your search results by type, task, completion, and other filters. Read more about searching on [[Searching (Gold & Light)\|the Searching page]].		Need a complete list of your work orders? In the Search tab of the left-hand panel, choose the type "Work orders". For a complete list of work orders, just click "Search", no need to fill out anything else. Refine your search results by type, task, completion, and other filters. Read more about searching on [[Searching (Gold & Light)\|the Searching page]].

	<br><br><div style="clear:both;"></div>		<br><br><div style="clear:both;"></div>
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	==Add media==		==Add media==
	[[File:~~Work~~ order with media.png\|thumb\|~~500x500px~~\|This work order has media attached, an image showing ~~damage to a headstone~~ that ~~needs to be repaired~~.]]		[[File:Gold-Light work order with media.png\|thumb\|597x597px\|This work order has media attached, an image showing that graveside work has been completed.]]
	As with markers, burials and more, you can add media to a work order. Load the work order's information in your right-hand panel, then find the work order media section. Click the navy blue "New media" button. A popup will appear with 3 tabs:		As with markers, burials and more, you can add media to a work order. Load the work order's information in your right-hand panel, then find the work order media section. Click the navy blue "New media" button. A popup will appear with 3 tabs: