Difference between revisions of "Work Functional Area"

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==Description==
 
==Description==
  
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This functional area contains all of the information and actions necessary to manage work orders for your facility.  From this area, you may create new work orders, update status on existing work orders, and complete the work order when done.  You will also find the appropriate actions for scheduling and generating work orders. The following image is the Work Request button.<br />
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The Work Functional Area contains all of the information and actions necessary to manage work requests for your facility.  From this area, you can create new work requests, update status on existing work requests, and complete the work request when done.  You will also find the appropriate actions for scheduling and generating work requests. The following image is the Work Request button that takes you to the '''Work Requests''' landing page.
  
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[[Image:MenuWorkRequests.png|80px]]
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Click on the Work Request button to go to the '''Work Requests''' landing page.
  
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== Work Functional Area Landing Page==
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[[File:MenuWorkRequests.png|80x80px]]
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Click on the Work Request button to land on the '''Work Functional Area''' dashboard shown below.<br />
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A. - '''Work Request Assignment''' - the employees with the highest number of assigned work requests in the last 30 days.
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== Work Requests Landing Page==
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Click on the Work Request button to go to the '''Work Functional Area''' landing page.
  
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B. - '''PM LS Completion %''' - the percent of Preventive Maintenance Life Safety work requests completed last month.
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[[Image:WorkFunctionalArea.png|900px]]
  
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C. - '''PM Non LS Completion %''' - the percent of Non Life Safety Preventive Maintenance work requests completed last month.
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'''A. Metrics'''
  
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[[Image:WorkFunctionalArea.png|825px]]
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*Work Request Assignment - the employees with the highest number of assigned work requests in the last 30 days.
  
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== How-To Help ==
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*PM LS Completion % - the percent of Preventive Maintenance Life Safety work requests completed last month.
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*PM Non LS Completion % - the percent of Non Life Safety Preventive Maintenance work requests completed last month.
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'''B. List Display -''' Lists the Work Requests as selected in the Filtering section
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'''C. Filtering -''' Filters the work requests by the parameters selected.
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'''D. Actions'''
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'''E. Quick Actions'''
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== Work Request Page Details ==
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[[File:Work Request HomeCallouts.png]]
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# Work Request Dropdown - View Work Requests
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# Work Requests Controls (Edit, Assign, Update Status, Print Preview)
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# Add New Work Request
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# Schedule Work Request
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# Mass Update work Requests
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# Call Center
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# Print Work Requests
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# Go-To Page controls/# items
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# Dispatch Work Request
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# Search Work Requests
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== Step-by-Step Help ==
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===Actions===
 
{| class="wikitable" border="1"
 
{| class="wikitable" border="1"
  
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|-
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!Help Page
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!Button
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!Description
 
|- style="vertical-align:top;"
 
|- style="vertical-align:top;"
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| Steps to [[Adding Work Orders#Add New Work Request|Create New Work Request]]
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|[[Step-by-Step Work Requests#Add New Work Request|Add New Work Request]]
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|
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|[[File:add.png]]
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|'''Add''' (Also found on Work Requests dropdown)- Create a new work request
  
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|-style="vertical-align:top;"
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|[[Generate Monthly Work Requests]]
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|[[File:schedule.png]]
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|'''Generate''' - Generate the monthly PMs (preventive maintenance) work requests that need to be done based on [[Asset maintenance schedule]]
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|-style="vertical-align:top;"
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|[[Mass Update Multiple Work Requests]]
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|[[File:MassUpdate.png]]
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|'''Mass Update''' (Also found on Work Requests dropdown) - Quickly change a large set of work requests to new data
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|-style="vertical-align:top;"
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|[[Call Center]]
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|[[File:CallCenter.png]]
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|'''Call Center''' - Create or search for a Work Request, a Bed Cleaning or a Transport
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'''Note:''' In Dispatch screen, same icon is used for '''View Work Requests Roster''' (see Dispatch)
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|-style="vertical-align:top;"
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|[[Print]]
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|[[File:PrintButton.png]]
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|'''Print''' - Preview Work Requests. Print to paper or export to a file.
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|-style="vertical-align:top;"
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|[[Delete Work Request]]
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|[[File:delete.png]]
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|'''Delete''' (Found on Edit screen) - Delete a work request from the system.  '''Note: Deletions cannot be undone'''
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|-style="vertical-align:top;"
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|[[Dispatch]]
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|[[File:MenuDispatch.png]]
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|'''Dispatch''' (Only found on Work Requests dropdown) - Edit Work Requests to assign to an employee. Schedule Dispatch and update status. See which employees have been assigned using the View Work Requests Roster.
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[[File:WorkRequest-HomeDispatch2.png]]
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|}
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===Quick Actions===
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{| class="wikitable" border="1"
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|-
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!Help Page
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!Button
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!Description
 
|- style="vertical-align:top;"
 
|- style="vertical-align:top;"
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|  
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|[[Update Status of Work Request]]
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|
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| [[File:Stop Clock.png|30px]]
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|'''Update Status''' - Update the status of a work request.  This is how you will record work that an employee does on a work request each day, including completing the work request when done.
  
 
|- style="vertical-align:top;"
 
|- style="vertical-align:top;"
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|  
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|[[Assign a Work Request]]
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|
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|[[File:Login User.png|30px]]
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| '''Assign''' - Assign an employee to a work request or change the assigned employee
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|-style="vertical-align:top;"
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|[[Edit a Work Request]]
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|[[File:EditButton.png|30px]]
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| '''Edit''' - Brings up the full details of the work request on a new page and allows you to edit any and all fields of the work request.
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|-style="vertical-align:top;"
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| [[Preview a Work Request]]
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| [[File:Preview.png|30px]]
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| '''Print Preview''' - Shows a print preview of the work request that can then be printed and handed to an employee
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|}
 
|}
  
 
==List Display==
 
==List Display==
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Your top 5 open work orders will be displayed sorted with the most recent on top.  The list shows the following fields:
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Your top 5 open work requests will be displayed sorted with the most recent on top.  The list shows the following fields:
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[[File:WRList.png]]
 
{| class="wikitable" border="1"
 
{| class="wikitable" border="1"
 
|-
 
|-
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|'''Work Order Number'''
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|'''Work Request Number'''
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|The date and type of the work order
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|The date and type of the work request
 
|-
 
|-
 
|'''@''' - The location of the work
 
|'''@''' - The location of the work
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|'''Priority''' - The Priority of the work order
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|'''Priority''' - The Priority of the work request
 
|-
 
|-
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|'''Desc'''- The description of the work order
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|'''Desc'''- The description of the work request
 
|'''Status''' - The current, most recent status of the work
 
|'''Status''' - The current, most recent status of the work
 
|-
 
|-
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|[[File:Cancelled.png]]
 
|[[File:Cancelled.png]]
 
|Cancelled
 
|Cancelled
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|}
 
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==Quick Actions==
 
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The quick actions available are:
 
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{| class="wikitable" border="1"
 
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|-
 
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|[[File:Edit.png]]
 
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| '''Edit''' - Brings up the full details of the work order on a new page and allows you to edit any and all fields of the work order.
 
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|-
 
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|[[File:Login User.png]]
 
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| '''Assign''' - assign an employee to a work order or change the assigned employee
 
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|-
 
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|[[File:Stop Clock.png]]
 
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| '''Update Status''' - Update the status of a work order.  This is how you will record work that an employee does on a work order each day, including completing the work order when done.
 
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|-
 
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|
 
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[[File:Preview.png]]
 
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| '''Preview''' - Shows a print preview of the work order that can then be printed and handed to an employee
 
 
|}
 
|}
  
 
==Filtering==
 
==Filtering==
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Finding work requests can be done in a handful of ways.  First, there are 6 quick searches provided as shown. These include:
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Finding work requests can be done in a handful of ways.  First, there are 6 quick searches provided as shown. These include:
 
{| class="wikitable" border="1"
 
{| class="wikitable" border="1"
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|-
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|-style="vertical-align:top;"
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|[[File:Quick Search Work Requests.png|Quick Searches]]
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|[[File:QuickSearch.png|Quick Searches]]
 
|'''All Open''' - Shows all open (not completed and not cancelled) work requests in the system<br />'''Open Corrective''' - Shows the same as All Open but limited to corrective work requests<br />'''Open Preventive''' - Shows the same as All Open but limited to preventive work requests<br />'''Urgent''' - Show all open work requests that have been marked as Urgent priority<br />'''My Assignments''' - Shows all work requests that are assigned to the user that is currently logged in<br />'''Unassigned''' - Shows all work requests that have not yet been assigned for work
 
|'''All Open''' - Shows all open (not completed and not cancelled) work requests in the system<br />'''Open Corrective''' - Shows the same as All Open but limited to corrective work requests<br />'''Open Preventive''' - Shows the same as All Open but limited to preventive work requests<br />'''Urgent''' - Show all open work requests that have been marked as Urgent priority<br />'''My Assignments''' - Shows all work requests that are assigned to the user that is currently logged in<br />'''Unassigned''' - Shows all work requests that have not yet been assigned for work
 
|}
 
|}
  
 
{| class="wikitable" border="1"
 
{| class="wikitable" border="1"
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|-
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|-style="vertical-align:top;"
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|[[File:Filter Work Requests.png|Filters]]
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|[[File:FilterWorkRequest.png|Filters]]
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|'''Campus''' - If you have multiple campuses available to you this will allow you to select a specific one.  If you only have one campus available, you will not see this option<br />'''Request Date (From/To)''' - Specifies the request data range to view. See [[Date Range Filtering]] for more information<br />'''Building''' - Allows you to select a specific building to view.  '''Note:''' This is only available once you have selected a campus or if you only have security rights to one campus<br />'''Employee''' - Selects the Employee in Charge of the work request<br />'''Work Request Type''' - Selects a specific type to view<br />'''Status''' - Selects a specific work order status to view<br />'''Link Group''' - Selects only work orders that have an Asset assigned from a specific Link Group
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|'''Campus''' - If you have multiple campuses available to you this will allow you to select a specific one.  If you only have one campus available, you will not see this option<br />'''Request Date (From/To)''' - Specifies the request data range to view. See [[Date Range Filtering]] for more information<br />'''Building''' - Allows you to select a specific building to view.  '''Note:''' This is only available once you have selected a campus or if you only have security rights to one campus<br />'''Employee''' - Selects the Employee in Charge of the work request<br />'''Work Request Type''' - Selects a specific type to view<br />'''Status''' - Selects a specific work request status to view<br />'''Link Group''' - Selects only work requests that have an Asset assigned from a specific Link Group
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|}
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==Other Actions==
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{|class="wikitable" border="1"
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|-
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|[[File:add.png]]
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|'''Add''' - [[Adding Work Orders#Create New Work Request|Add a Work Request]]
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|-
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|[[File:schedule.png]]
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|'''Generate''' - generate the monthly preventive work requests that need done based on [[Asset maintenance text]]
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|-
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|[[File:generate.png]]
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|'''Mass Update''' - quickly change a large set of work requests to new data
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|-
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|[[File:delete.png]]
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|'''Delete''' - delete a work request from the system.  '''Note: This cannot be undone'''
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|}
 
|}
  
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*[[Asset Functional Area|Assets]]
 
*[[Asset Functional Area|Assets]]
 
*[[Employee Functional Area|Employees]]
 
*[[Employee Functional Area|Employees]]
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*[[Managing Link Groups]]
 
* List of available [[List of Functional Area Reports#List of Functional Area Reports|Work Request]] Reports
 
* List of available [[List of Functional Area Reports#List of Functional Area Reports|Work Request]] Reports

Latest revision as of 12:38, 18 July 2017

Description

The Work Functional Area contains all of the information and actions necessary to manage work requests for your facility. From this area, you can create new work requests, update status on existing work requests, and complete the work request when done. You will also find the appropriate actions for scheduling and generating work requests. The following image is the Work Request button that takes you to the Work Requests landing page.

Click on the Work Request button to go to the Work Requests landing page.

MenuWorkRequests.png

Work Requests Landing Page

Click on the Work Request button to go to the Work Functional Area landing page.

WorkFunctionalArea.png

A. Metrics

  • Work Request Assignment - the employees with the highest number of assigned work requests in the last 30 days.
  • PM LS Completion % - the percent of Preventive Maintenance Life Safety work requests completed last month.
  • PM Non LS Completion % - the percent of Non Life Safety Preventive Maintenance work requests completed last month.

B. List Display - Lists the Work Requests as selected in the Filtering section

C. Filtering - Filters the work requests by the parameters selected.

D. Actions

E. Quick Actions

Work Request Page Details

Work Request HomeCallouts.png

  1. Work Request Dropdown - View Work Requests
  2. Work Requests Controls (Edit, Assign, Update Status, Print Preview)
  3. Add New Work Request
  4. Schedule Work Request
  5. Mass Update work Requests
  6. Call Center
  7. Print Work Requests
  8. Go-To Page controls/# items
  9. Dispatch Work Request
  10. Search Work Requests

Step-by-Step Help

Actions

Help Page Button Description
Add New Work Request Add.png Add (Also found on Work Requests dropdown)- Create a new work request
Generate Monthly Work Requests Schedule.png Generate - Generate the monthly PMs (preventive maintenance) work requests that need to be done based on Asset maintenance schedule
Mass Update Multiple Work Requests MassUpdate.png Mass Update (Also found on Work Requests dropdown) - Quickly change a large set of work requests to new data
Call Center CallCenter.png Call Center - Create or search for a Work Request, a Bed Cleaning or a Transport

Note: In Dispatch screen, same icon is used for View Work Requests Roster (see Dispatch)

Print PrintButton.png Print - Preview Work Requests. Print to paper or export to a file.
Delete Work Request Delete.png Delete (Found on Edit screen) - Delete a work request from the system. Note: Deletions cannot be undone
Dispatch MenuDispatch.png Dispatch (Only found on Work Requests dropdown) - Edit Work Requests to assign to an employee. Schedule Dispatch and update status. See which employees have been assigned using the View Work Requests Roster.

WorkRequest-HomeDispatch2.png

Quick Actions

Help Page Button Description
Update Status of Work Request Stop Clock.png Update Status - Update the status of a work request. This is how you will record work that an employee does on a work request each day, including completing the work request when done.
Assign a Work Request Login User.png Assign - Assign an employee to a work request or change the assigned employee
Edit a Work Request EditButton.png Edit - Brings up the full details of the work request on a new page and allows you to edit any and all fields of the work request.
Preview a Work Request Preview.png Print Preview - Shows a print preview of the work request that can then be printed and handed to an employee


List Display

Your top 5 open work requests will be displayed sorted with the most recent on top. The list shows the following fields:

WRList.png

Work Request Number The date and type of the work request
@ - The location of the work Priority - The Priority of the work request
Desc- The description of the work request Status - The current, most recent status of the work
Asset - If an Asset is attached, the asset number and common name will show here Employee - The Employee in Charge

The icons indicate the current status:

Open.png Open InProgress.png In Progress
Completed.png Completed Cancelled.png Cancelled

Filtering

Finding work requests can be done in a handful of ways. First, there are 6 quick searches provided as shown. These include:

Quick Searches All Open - Shows all open (not completed and not cancelled) work requests in the system
Open Corrective - Shows the same as All Open but limited to corrective work requests
Open Preventive - Shows the same as All Open but limited to preventive work requests
Urgent - Show all open work requests that have been marked as Urgent priority
My Assignments - Shows all work requests that are assigned to the user that is currently logged in
Unassigned - Shows all work requests that have not yet been assigned for work
Filters Campus - If you have multiple campuses available to you this will allow you to select a specific one. If you only have one campus available, you will not see this option
Request Date (From/To) - Specifies the request data range to view. See Date Range Filtering for more information
Building - Allows you to select a specific building to view. Note: This is only available once you have selected a campus or if you only have security rights to one campus
Employee - Selects the Employee in Charge of the work request
Work Request Type - Selects a specific type to view
Status - Selects a specific work request status to view
Link Group - Selects only work requests that have an Asset assigned from a specific Link Group

Related Areas

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