Last Updated on May 28, 2021 by maximosecrets

Work Execution

Work Orders Dashboard

Visualise a set of work orders on one of six query tabs which by default show overdue work orders, those due today, tomorrow, next 3-5 days, completed and all work orders.
The work orders that are visible are the ones where the technician is the owner or a member of the owner group.
For each set of work orders filter by the attributes on the card; work order number, description, work type, priority, status or asset description
For each set of work orders sort by priority, work order number, status, or scheduled start.

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
Use barcodes or QR codes for locations and assets
Indicate the asset up/down status
Set scheduled start or finish dates
Enter location or asset meter readings, either an actual or delta reading
Enter location or asset measurements or characteristic values
Set supervisor responsibility

In addition to the fields entered for a new work order the maintenance technician 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
See the Service Address associated with the asset’s location
Change status, for example waiting for materials, waiting on plant conditions, etc.
See the meters and the last readings
See the originating Service Request, who raised it and who it was on behalf of.
Create a follow-up work order, including the priority and type of work
Navigate to the Work Order Tracking application to set the GL Account, Safety Plan, a Classification and/or Specification (only available on desktop)
Launch an Inspection when an Inspection Form has been linked to the work order or its tasks
View planned tasks, material and tools
View and raise new comments, including selecting the type of comment and whether it is viewable back on the originating service request
View attachments and add new photos or videos

Start the assignment selecting the time type, travel time, waiting for materials or actual work time
Stop an assignment indicating whether the work order is complete, or to stop recording time against the work order. You can adjust the start and finish date of the time record.
Modify existing time records, including indicating the task performed, or changing start and end times.
Add additional time to a work order
Add unplanned materials and tools, including the asset of a rotating item/tool
Use barcodes or QR codes for items and tools
Enter a failure report
Complete the work order
Completed work orders display the actual start and finish dates

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.
Enter meter readings for each location and asset with a meter
Launch an inspection if an Inspection Form has been associated with the record.
Mark a record as complete

Update the schedule dates, work type and priority
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
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
Premium codes can be specified when entering actual time
Technicians can report time for other technicians working on the work order
Can view web pages (URL) that have been associated with the work order
The service address tile now shows more information including formatted address, the reference point, directions and the long description
Can report work on an approved work order
Can set the status of work orders created by the technician to WAPPR or INPRG
Technicians can complete work orders assigned to a crew that they belong to