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FDD can automatically generate work orders in your CMMS system when fault events are triggered. You configure work order integration through the External Data Source section in the FDD configuration page, and track all generated work orders from the Work Order View.

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Work Order View

Select Work Order View in the FDD sidebar to access the Generated Work Orders page. This page lists every work order that FDD has created across all routines.
Generated Work Orders page showing a table of work orders with columns for Title, Description, Priority, Read Back Status, Assignee, Source, Work Order Link, Work Order Type, Created At, Due Date, and Last Comment

The Generated Work Orders page lists all work orders with sortable columns and filters

The table includes the following columns: Use the search bar and Filters button to narrow results by any column value.

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Work order details

Select a work order row to open the details panel on the right side. The panel displays all metadata for the selected work order.
Work Order View with a selected row showing the details panel with Priority, Notify Status, Read Back Status, Work Order Type, Created and Updated timestamps, Due Date, Routine, Source link to the event, Device, Area, Work Order Link, and Last Comment fields

Select a work order to view its full details in the side panel

The details panel shows:

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Work orders in event reports

When you open an event report, the Work Order panel on the right side shows all work orders generated for that event. Each work order card displays its creation time, notify status, last update, sub status, and the full CMMS field mapping.
Event report for Leak Detection showing a timeline chart with Normal and Alarm states, and a Work Order panel on the right listing Created At, Notify Status, Last Update, Sub Status, Work Order Url, Work Order Type, Data Source, Entity, Action, Title, Description, Category, Subcategory ID, and Location fields

The event report displays work order details alongside the fault timeline

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Generate a work order from an event

You can manually generate a work order directly from an event report. This is useful when an event does not have a pre-configured external source or when you need to create an additional work order. To create one work order for each of several events from the Events list, see Create work orders per event.
1

Open the event report

Navigate to the event and open its report. The Work Order panel appears on the right side.
Event report showing the Work Order panel on the right with an existing work order card and a plus button in the panel header
2

Add a work order

Select the + button in the Work Order panel header. The Add Work Order dialog opens with fields for your CMMS integration.
Add Work Order dialog showing fields for Name, Data Source, Entity, Action, Title, Description, Category, Subcategory ID, Location, and Device Link, with dynamic variable tokens listed at the bottom
Fill in the required fields:
  • Name — a descriptive name for the work order
  • Data Source — your CMMS system (for example, QR Connect API)
  • Entity — the entity type (for example, WorkOrder)
  • Action — the action to perform (for example, Create Work Order)
  • Title and Description — the work order title and description
  • Category and Subcategory ID — classification fields for your CMMS
  • Location and Device Link — location and device reference
Use the dynamic variable tokens at the bottom of the dialog to populate fields automatically. Select a token to insert it into the active field.
3

Save the work order

Select Save to generate the work order. The new work order appears in the Work Order panel and is sent to your CMMS system.

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Create work orders per event

From the Events list, select multiple events and use Create Work Order to create one individual work order per event. You can submit the batch as-is or step through each form before sending. Batch-created work orders appear in the Work Order View alongside work orders created from a single event report. For the full multi-select flow, readiness statuses (To Be Completed, Ready, Sent, Not Sent), Send Work Orders versus Review Each, and retry of incomplete items, see Create work orders per event.

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Configure work order integration

Work order integration is configured through the External Data Source section in the FDD configuration page. You can also set an external data source on a notification policy. A policy-level source applies to all configurations that use that policy. A configuration-level source overrides the policy for that configuration only. You add an external source to a routine’s configuration folder, and FDD automatically generates work orders whenever that routine triggers an event.
1

Open the routine configuration

Navigate to FDD > Configs and select the routine you want to configure. You can search for the routine name in the Batch Configuration list.
Batch Configuration page showing a Leak Detection routine with Enabled event status, Not Configured fault status, Critical priority, and Local source
2

Navigate to External Data Source

Select the routine name to open the detailed configuration page. In the right panel, locate the External Data Source section. Select + Add External Source to open the configuration dialog.
Configuration detail page showing Folder 1 with a device listed, and the External Data Source section in the right panel with an Add External Source button
3

Configure the external source

Fill in the required fields in the Add External Source dialog. Each field maps to a corresponding field in your CMMS system.
Add External Source dialog showing fields for Name, Data Source, Entity, Action, Notification, Title, Description, Category, Subcategory ID, Location, Device Link, and Priority, with dynamic variable tokens listed at the bottom
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Field
A descriptive name for the external source configuration.
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Dropdown
The CMMS system to send work orders to (for example, QR Connect API).
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Dropdown
The entity type in the CMMS system (for example, WorkOrder).
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Dropdown
The action to perform when an event triggers (for example, Create Work Order).
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Dropdown
The notification type to send to the CMMS system (for example, CREATE).
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Field
The work order title. Use dynamic variables like {{routines.name}} to populate automatically.
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Field
A description of the work order.
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Dropdown
The work order category in the CMMS system (for example, Smart Device).
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Dropdown
The subcategory identifier (for example, Leak Detection).
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Field
The location for the work order. Use {{location}} to populate dynamically.
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Field
A link to the device in Cloud BMS. Use {{URL}} to populate dynamically.
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Field
The priority level for the work order in the CMMS system.
The dialog provides dynamic variable tokens you can insert into text fields. Select any token to add it to the active field:Select Save to create the external source.
4

Save the configuration

Select Save Folder to save the configuration.

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Manage external sources

After creating an external source, it appears in the External Data Source section with a status indicator. Select the three-dot menu on an existing source to edit or delete it.
External Data Source panel showing an existing source with a dropdown menu offering Edit and Delete options

Select the three-dot menu on an external source to edit or delete it

Automatic vs. manual work orders — If you add an external source to the routine configuration, FDD automatically creates a work order every time an event is generated and closes it when the event is closed in Cloud BMS. If you create a work order from the event details after the event already exists, the work order is pushed manually at that moment. Adding an on-close action to a manually created work order closes it when that specific event is closed.

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Next steps

Events

Monitor and investigate real-time fault events across your building equipment.

FDD configuration

Configure routines, set thresholds, and assign priorities for your site.

Notification policies

Control how FDD delivers alerts through email, SMS, push, and phone calls.
Last modified on August 18, 2026