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Manage Work Order (New UI)

Objective: Gain an understanding of how to Manage Work Order.

 

The manage Work Order function is accessed by a user with Work Order Gatekeeper access. This function allows a user to either approve the Work Order to be scheduled or alternatively cancel the Work Order.

Work Order Actions

The Work Order Actions is a list of available actions at the top right corner of the page.

  • Link Reference: By selecting this button, the Work Order Gatekeeper can link an existing Work Order as a Reference Work Order. The newly linked Reference Work Order will be shown at the bottom right of the page under Work Order Information. 
  • Link Request: By selecting this button, the Work Order Gatekeeper can link an existing Work Request as a Linked Work Request. The newly linked Work Request will be shown at the bottom right of the page under Work Order Information
  • Import from Job Plan: By selecting this button, the Tasks, Labour, Resources, Services, and Materials can be imported from a Job Plan of the relevant Asset Category. 
  • Sync Work Order: By selecting this button, a request to sync the Work Order to the system is sent.
  • Print Work Order: By selecting this button, a printable version of the Work Order can be generated.
  • System Connector: By Selecting this button, the Work Order Gatekeeper is able to access the Linked Asset or any Reference Work Order.  
  • Create Follow-Up: By selecting this button, users are able to create a new duplicate Work Order in either the 'PREP' or 'WAPPR' status. This option is available for any Work Order in 'PREP' status and onwards in the maintenance workflow. The newly created Follow-Up Work Order will be shown at the bottom right of the page under Work Order Information.
  • Cancel: By selecting this button, a user with appropriate permissions can Cancel the Work Order. A confirmation dialogue will pop-up, and a cancellation reason can be given, which is stored in the supporting information section. If the Work Order is in a 'PREP' state, the linked Work Request will automatically be cancelled if the Work Order is cancelled.

Work Flow

The Work Order's current status is displayed on the on the Work Flow at the bottom of the page. The available actions will depend on the current status of the Work Order.

  • Initial (INIT): A new Work Order will be moved to the 'INIT' status. 
  • Preparation (PREP): During the 'INIT' stage, the Work Order can be moved to the 'PREP' status after all mandatory fields are populated.
  • Waiting for Approval (WAPPR): During the 'PREP' stage, the Work Order can be moved to the 'WAPPR' status, after the labours field is populated.
  • Approval (APPR): By selecting this button, which is available after the labours field is populated, the Work Order ready to be scheduled.
  • Ready for Execution (RFE): During the 'APPR' stage, the Work Order can be moved to the the 'RFE' status, after the Schedule Start and Finish date fields are populated.
  • In Progress (INPRG): During the 'RFE' status, the Work Order can be moved to the 'INPRG' status, after the Resources field is populated.
  • Tech Complete (TCOMP): During the 'INPRG' stage, the Work Order can be moved to the 'TCOMP' status, after the Actual Start and Actual Finish fields are populated.
  • Complete Work Order(COMP): By selecting this button, which is only after the Actual Start and Actual Finish fields are populated, the Work Order is moved to the 'COMP' status.
  • Assess Work Order (ASSESS): By selecting this button, which is only available in the Actual Start and Actual Finish fields are populated, the Work Order is moved to the 'ASSESS' status.