Difference between revisions of "Work Functional Area"
From MyFacilityFitPro_Wiki
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C. - '''PM Non LS Completion %''' - the percent of Non Life Safety Preventive Maintenance work requests completed last month. | C. - '''PM Non LS Completion %''' - the percent of Non Life Safety Preventive Maintenance work requests completed last month. | ||
| − | [[Image:WorkFunctionalArea.png| | + | [[Image:WorkFunctionalArea.png|825px]] |
=== Create New Work Request Order === | === Create New Work Request Order === | ||
{| class="wikitable" border="1" | {| class="wikitable" border="1" | ||
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| Click '''Add''' to Create a new Work Request. | | Click '''Add''' to Create a new Work Request. | ||
| − | [[Image:AddWorkOrder.png| | + | [[Image:AddWorkOrder.png|300px]] |
|- style="vertical-align:top;" | |- style="vertical-align:top;" | ||
| 2 | | 2 | ||
| '''Campus''' - | | '''Campus''' - | ||
| − | [[Image:Campus.png| | + | [[Image:Campus.png|700px]] |
|- style="vertical-align:top;" | |- style="vertical-align:top;" | ||
| 3 | | 3 | ||
|'''General Information''' - | |'''General Information''' - | ||
| − | [[Image:GeneralInfo.png]] | + | [[Image:GeneralInfo.png|700px]] |
|- style="vertical-align:top;" | |- style="vertical-align:top;" | ||
| 4 | | 4 | ||
|'''Contact Information - | |'''Contact Information - | ||
| − | [[Image:ContactInfo.png]] | + | [[Image:ContactInfo.png|700px]] |
|- style="vertical-align:top;" | |- style="vertical-align:top;" | ||
| 5 | | 5 | ||
|'''Assignment''' - | |'''Assignment''' - | ||
| − | [[Image:Assignment.png]] | + | [[Image:Assignment.png|700px]] |
|- style="vertical-align:top;" | |- style="vertical-align:top;" | ||
| 6 | | 6 | ||
|'''Description''' - | |'''Description''' - | ||
| − | [[Image:Description.png]] | + | [[Image:Description.png|700px]] |
|- style="vertical-align:top;" | |- style="vertical-align:top;" | ||
| 7 | | 7 | ||
|'''Asset''' - | |'''Asset''' - | ||
| − | [[Image:Asset.png]] | + | [[Image:Asset.png|700px]] |
|- style="vertical-align:top;" | |- style="vertical-align:top;" | ||
| 8 | | 8 | ||
|'''Add Asset''' - | |'''Add Asset''' - | ||
| − | [[Image:AddAssetSelected.png]] | + | [[Image:AddAssetSelected.png|700px]] |
|- style="vertical-align:top;" | |- style="vertical-align:top;" | ||
| 9 | | 9 | ||
|'''Photos''' - | |'''Photos''' - | ||
| − | [[Image:Photos.png]] | + | [[Image:Photos.png|700px]] |
|- style="vertical-align:top;" | |- style="vertical-align:top;" | ||
Revision as of 06:02, 15 March 2016
Contents
Description
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.
Work Functional Area Dashboard
Click on the Work Request button to land on the Work Functional Area dashboard shown below.
A. - Work Request Assignment - the employees with the highest number of assigned work requests in the last 30 days.
B. - PM LS Completion % - the percent of Preventive Maintenance Life Safety work requests completed last month.
C. - PM Non LS Completion % - the percent of Non Life Safety Preventive Maintenance work requests completed last month.
Create New Work Request Order
| 1 | Click Add to Create a new Work Request.
|
| 2 | Campus -
|
| 3 | General Information -
|
| 4 | Contact Information -
|
| 5 | Assignment -
|
| 6 | Description -
|
| 7 | Asset -
|
| 8 | Add Asset -
|
| 9 | Photos -
|
| 10 | Save -
|
| 11 | View the new Work Request record from the dashboard. Give the new Work Request number to the caller.
|
List Display
Your top 5 open work orders will be displayed sorted with the most recent on top. The list shows the following fields:
| Work Order Number | The date and type of the work order |
| @ - The location of the work | Priority - The Priority of the work order |
| Desc- The description of the work order | 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 | 
|
In Progress |
|
Completed | 
|
Cancelled |
Quick Actions
The quick actions available are:
|
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. |
|
Assign - assign an employee to a work order or change the assigned employee |
|
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. |
|
|
Preview - Shows a print preview of the work order that can then be printed and handed to an employee |
Filtering
Finding work requests can be done in a handful of ways. First, there are 6 quick searches provided as shown. These include:
|
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 |
|
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 order status to view Link Group - Selects only work orders that have an Asset assigned from a specific Link Group |
Other Actions
|
Add - add a work request |
|
Generate - generate the monthly preventive work requests that need done based on Asset maintenance text |
|
Mass Update - quickly change a large set of work requests to new data |
|
Delete - delete a work request from the system. Note: This cannot be undone |
Related Areas
- Assets
- Employees
- List of available Work Request Reports
