Work Supervision

Work Orders Dashboard

• Visualise a set of work orders by status where the user is the nominated supervisor
• For each set of work orders filter by work order number, description, location or asset number or their descriptions
• For each set of work orders sort by priority, work order number, status, scheduled start, scheduled finish, actual start, or actual finish.

Review Service Requests

• View and filter service requests by reported date, reporting person’s name, description, status or site
• Update the details of a service request
• Add comments making the comment visible to the requester
• Add photos or videos
• Perform actions on one or more service requests:
  • Change status or reject
  • Assign an owner or a group/team that should take ownership
  • Create a follow-up work order

Create a New Work Order

• Add a summary and long description, work type and priority
• Select a location filtering by location number or description. If the location has one asset it will be defaulted.
• Select an asset filtering by asset number or description
• Apply a job plan filtering by description or job plans associated with the location or asset.
• Set scheduled or target dates and a duration
• Relate the work order to another, or to a parent
• Set responsibility, owner, or owning group/team, lead, or change the supervisor from themselves to another person. 

Work Order Details

In addition to the fields entered for a new work order the maintenance supervisor can:

• Indicate the asset is down, the date/time it went down and enter a downtime code
• Enter a failure report including failure class, problem, cause and remedy codes
• Navigate to the location to see some of its details
• Navigate to the asset to see some of its details including its work order history
• Select an Inspection Form, filter for those associated with the location or asset
• See the Service Address associated with the asset’s location
• See the meters and the last readings
• See the originating Service Request
• Navigate to the Work Order Tracking application to set the GL Account, Safety Plan, a Classification and/or Specification

Multiple Assets and Locations

• View multiple assets and locations associated with a work order
• Navigate to the asset and location details
• Report downtime for each asset, change up/down status, add date/time when asset went up/down and add a downtime code.
• Launch an inspection if an Inspection Form has been associated with the record.
• Mark a record as complete

New Features added in 7.6.1.2

• Make work order assignments in the Assignments tab
• An Inspections tab appears when the work order or its tasks are associated with an Inspection Form
• Classify the work order by drilling down the classification hierarchy
• Long descriptions on failure reports are now editable
• Premium codes can be specified when entering actual time
• A crew can be entered in the responsibilities section
• A crew can be entered on a work order assignment in the Assignments tab, when it has a calendar assigned.
• A crew assignment can be completed
• The work order number is used when no description is given, instead of Unspecified
• Similarly, the location and asset number is used when they have no description

Plan Work

• Select and apply a job plan
• Create new tasks with an owner, owner group, duration and an inspection form
• Identify a task to be performed like a work order
• Add a craft requirement including a craft with skill levels, and if required link to a task
• Add a crew requirement against a crew type or crew
• Add item or material requirements, storeroom or direct issue, reservation type and required date
• Add standard services or other service requirements including required date
• Add tool requirements, including whether a storeroom reservation should be made

Change Status, Ownership and Assign

• Change status to Approve, Waiting for Materials, etc.
• When approved work order moves to Assign Work column
• Assign Owner button lets you select an owner or owner group
• When assigned work order moves to Monitor Work column
• Assign an Owner for it to appear on that persons Work Execution dashboard

Inspections

• Launch an Inspection when an Inspection Form has been linked to the work order or its tasks

Assignments

• Assign a labor or crew to an existing assignment created from a work plan
• Add a new labor or crew assignment

Comments and Attachments

• View and add comments, a summary description, the type of comment and whether it is viewable by the requester back on the originating service request
• Add attachments, photos and videos.
• Attachments of type PDF, .DOC, .XLS can be downloaded

Report Work

• Add time to a work order
• View materials, services and tools used
• Enter a failure report

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