Introduction
Work Orders are instructions that are forwarded to Engineers / Suppliers / sub-contractors to resolve the issue or provide a service. These have been developed similar to the SR, where fields can auto-populate. The WO requires the following mandatory fields to be filled before the system will allow the user to save the record to forward on.
- Short Description
- Full Description
- Related Property
- Category
- Reported By
- Affected Person
- Reported Date
The sections on a Work Order are as follows
- Short Summary Description
- Detailed Description
- Additional Work Order details over and above Property info
- Property details (Including the location – Floors, rooms etc)
- Asset Details (Including active / warranty / warranty expiry / Asset tag
- Category (area type of issue. Hard/Plumbing/heating)
- Scheduling details
- Responsibility (Contacts, assigned supplier, Reported and Required dates
- Financial (Costs etc)
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(Below) For the Remedial work order process, we have added two new fields to work orders.
‘Maintenance Type’ - shows the Planned Maintenance type this remedial was raised from and is auto populated using the type from the occurrence.
‘Remedial Type’ – to be selected from a dropdown list by the user.
These fields will only appear when the user raises a Remedial work order from a Planned Maintenance task.
Work Orders are created in the following formats;
- Create a Work Order from a Service Request from Help Desk and Self-Serve requests
- Create one-to-one and one-to many (multiple) Work Orders from an SR
- An AD-Hoc Work Order created by an Engineer who has self-identified an issue
Users can assign a Supplier, Supervisor, and Engineer to a Work Order.
Supervisor and Engineer fields are filtered using generic and parent Organisation links to the property by default.
After selecting an Organisation/Supplier, the Supervisor and Engineer search fields also filters contacts which are linked to the selected Organisation/Supplier.
When selecting an Engineer, the Work Order can be displayed via the mobile Maintenance solution for them to complete.
Using the Supervisor field will trigger an email notification to the Supervisor, who must then select the Engineer who will be assigned the work.
If no Organisation/Supplier is selected, the Supervisor field can be used for an internal Supervisor who will assign local Engineers.
In both cases, the Engineers assigned will see the work in the summary screen on the mobile solution, or if working via the main site, will send out emails to inform the assigned Engineer.