Difference between revisions of "Work Functional Area"

Revision as of 12:54, 15 March 2016

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 Requests Landing Page

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.

Step-by-Step Help

Actions

Help Page	Icon	Description
Add New Work Request
Generate Monthly Work Requests		Generate - generate the monthly preventive work requests that need done based on Asset maintenance text
Mass Update Multiple Work Requests		Mass Update - quickly change a large set of work requests to new data
Delete Work Request		Delete - delete a work request from the system. Note: This cannot be undone

Quick Actions

Help Page	Icon	Description
Update Status of Work Request		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.
Assign a Work Request		Assign - assign an employee to a work order or change the assigned employee
Edit a Work Request		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.
Preview a Work Request		Preview - Shows a print preview of the work order that can then be printed and handed to an employee

List Display

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

The icons indicate the current status:

	Open		In Progress
	Completed		Cancelled

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

Related Areas

• Assets
• Employees
• List of available Work Request Reports