Difference between revisions of "Work Order Management"

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{| border="0" cellpadding="1" cellspacing="1" style="width: 1400px;"
 
{| border="0" cellpadding="1" cellspacing="1" style="width: 1400px;"
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|-
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| colspan="4" id="top" | [[File:WOEdit.jpg|WOEdit.jpg]]
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|-
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| class="navigationTitles" colspan="4" | Navigation
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|-
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| colspan="4" style="width: 265px;" | Select Search > Jobs > Use the search to find the job  > Click the job in the Result Grid  > Click Edit. Select the Work Order link in the Dispatch Cards tab.
 +
|-
 +
| class="navigationTitles" colspan="4" | Overview
 +
|-
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| colspan="4" style="width: 265px;" | By default, each job has one work order with one dispatch card.  An unlimited number of work orders can be added to the job.  Each work order can have an unlimited amount of dispatch cards.
 +
|-
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| colspan="5" style="width: 265px;" | <span style="font-size:large;">•</span>&nbsp;[[Work_Order_Management#DispatchCardTab|Dispatch Card Tab]]
 +
|-
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| colspan="5" style="width: 265px;" | <span style="font-size:large;">•</span>&nbsp;[[Work_Order_Management#EquipmentTab|Equipment Tab]]
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|-
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| colspan="5" style="width: 265px;" | <span style="font-size:large;">•</span>&nbsp;[[Work_Order_Management#NotesTab|Notes Tab]]
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|-
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| colspan="5" style="width: 265px;" | <span style="font-size:large;">•</span>&nbsp;[[Work_Order_Management#TransactionsTab|Transactions Tab]]
 +
|-
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| class="headerMainTitles" colspan="4" | Fields
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|-
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| class="fieldGrayBackgrounds" colspan="2" style="width: 265px;" | [[Glossary#Cust_Name|Customer]]
 +
| class="fieldGrayBackgrounds" colspan="2" style="width: 466px;" | [[Glossary#site_Name|Site]]
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|-
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| class="fieldGrayBackgrounds" style="width: 265px;" | [[Glossary#job_number|Job]]
 +
| class="fieldGrayBackgrounds" style="width: 362px;" | [[Glossary#jobType|Job Type]]
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| class="fieldGrayBackgrounds" style="width: 466px;" | [[Glossary#job_servicetype|Service Type]]
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| class="fieldGrayBackgrounds" style="width: 446px;" | [[Glossary#Priority|Priority]]
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|-
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| class="fieldGrayBackgrounds" style="width: 265px;" | [[Glossary#WorkOrderNumber|WO]]
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| class="fieldGrayBackgrounds" style="width: 362px;" | [[Glossary#WorkOrderStatus|WO Status]]
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| class="fieldGrayBackgrounds" style="width: 466px;" | [[Glossary#job_status|Job Status]]
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| class="fieldGrayBackgrounds" style="width: 446px;" | [[Glossary#PurchaseOrderNumber|PO Number]]
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|-
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| Work Order
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|-
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| class="fieldGrayBackgrounds" colspan="4" style="width: 265px;" | [[Glossary#WorkOrderDescription|Description]]
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|-
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| class="fieldGrayBackgrounds" colspan="2" style="width: 265px;" | [[Glossary#equip_code|Equipment]]
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| class="fieldGrayBackgrounds" colspan="2" style="width: 466px;" | [[Glossary#workorder_agreement|Site Agreement]]
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|-
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| class="fieldGrayBackgrounds" colspan="2" style="width: 265px;" | [[Glossary#equip_serialno|Serial Number]]
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| class="fieldGrayBackgrounds" style="width: 466px;" | [[Glossary#WorkOrderwarrLabor|Warranty Labor]]
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| class="fieldGrayBackgrounds" style="width: 446px;" | [[Glossary#WorkOrderwarrParts|Warranty Parts]]
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|-
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| class="fieldGrayBackgrounds" colspan="2" style="width: 265px;" | &nbsp;
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| class="fieldGrayBackgrounds" style="width: 466px;" | [[Glossary#WorkOrderAgreementLabor|Agreement Labor]]
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| class="fieldGrayBackgrounds" style="width: 446px;" | [[Glossary#WorkOrderAgreementParts|Agreement Parts]]
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|-
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| class="fieldGrayBackgrounds" style="width: 265px;" | [[Glossary#estHours|Hours Est]]
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| class="fieldGrayBackgrounds" style="width: 362px;" | [[Glossary#estDollars|Dollars Est]]
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| class="fieldGrayBackgrounds" style="width: 466px;" | [[Glossary#WorkOrderCompletedDate|Completed]]
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| class="fieldGrayBackgrounds" style="width: 446px;" | &nbsp;
 +
|-
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| class="fieldGrayBackgrounds" colspan="2" style="width: 265px;" | [[Glossary#job_sendtomobile|Send to Mobile]]
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| class="fieldGrayBackgrounds" colspan="2" style="width: 466px;" | &nbsp;
 
|-
 
|-
 
| &nbsp;
 
| &nbsp;
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| &nbsp;
 
| &nbsp;
 
|-
 
|-
−
| &nbsp;
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| class="headerMainTitles" colspan="4" id="DispatchCardTab" | Dispatch Tab
−
| &nbsp;
+
|-
−
| &nbsp;
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| class="headerMainTitles" colspan="4" | [[File:WODispatchTab.jpg|WODispatchTab.jpg]]
−
| &nbsp;
+
|-
 +
| class="navigationTitles" colspan="4" | Overview
 +
|-
 +
| colspan="4" style="width: 265px;" | The Dispatch Cards tab provide an editable list of dispatch cards attached to the work order.
 +
|-
 +
| colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span>&nbsp;Add or edit dispatch cards
 +
|-
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| colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span>&nbsp;Unlimited dispatch cards
 +
|-
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| colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span>&nbsp;Close Dispatch cards individually
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|-
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| colspan="4" | &nbsp;[[Work_Order_Management#top|Top]]
 +
----
 +
 
 +
|-
 +
| class="headerMainTitles" colspan="4" id="EquipmentTab" | Equipment Tab
 +
|-
 +
| class="navigationTitles" colspan="4" | [[File:WOEquipTab.jpg|WOEquipTab.jpg]]
 +
|-
 +
| class="navigationTitles" colspan="4" | Overview
 +
|-
 +
| colspan="4" style="width: 265px;" | The Equipment tab provides the details&nbsp; attached to the work order.
 +
|-
 +
| class="headerMainTitles" colspan="4" | Fields
 +
|-
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| class="fieldGrayBackgrounds" style="width: 265px;" | [[Glossary#equip_code|Equipment Code]]
 +
| class="fieldGrayBackgrounds" style="width: 362px;" | [[Glossary#equip_serialno|Serial No.]]
 +
| class="fieldGrayBackgrounds" style="width: 466px;" | [[Glossary#activestatus|Active]]
 +
| class="fieldGrayBackgrounds" style="width: 446px;" | &nbsp;
 +
|-
 +
| class="fieldGrayBackgrounds" style="width: 265px;" | [[Glossary#equip_description|Description]]
 +
| class="fieldGrayBackgrounds" style="width: 362px;" | [[Glossary#equip_level|Level]]
 +
| class="fieldGrayBackgrounds" style="width: 466px;" | [[Glossary#equip_warrlaborstart|Labor Warranty Start]]
 +
| class="fieldGrayBackgrounds" style="width: 446px;" | &nbsp;
 +
|-
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| class="fieldGrayBackgrounds" style="width: 265px;" | [[Glossary#equip_item|Item No]]
 +
| class="fieldGrayBackgrounds" style="width: 362px;" | [[Glossary#equip_installdate|Install Date]]
 +
| class="fieldGrayBackgrounds" style="width: 466px;" | [[Glossary#equip_warrlaborend|Labor Warranty End]]
 +
| class="fieldGrayBackgrounds" style="width: 446px;" | &nbsp;
 +
|-
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| class="fieldGrayBackgrounds" style="width: 265px;" | [[Glossary#equip_manufacturer|Manufacturer]]
 +
| class="fieldGrayBackgrounds" style="width: 362px;" | [[Glossary#equip_saledate|Sale Date]]
 +
| class="fieldGrayBackgrounds" style="width: 466px;" | [[Glossary#equip_warrpartsstart|Parts Warranty Start]]
 +
| class="fieldGrayBackgrounds" style="width: 446px;" | &nbsp;
 +
|-
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| class="fieldGrayBackgrounds" style="width: 265px;" | [[Glossary#equip_mode|Model]]
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| class="fieldGrayBackgrounds" style="width: 362px;" | [[Glossary#equip_comment|Comments]]
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| class="fieldGrayBackgrounds" style="width: 466px;" | [[Glossary#equip_warrpartsend|Parts Warranty End]]
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| class="fieldGrayBackgrounds" style="width: 446px;" | &nbsp;
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|-
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| colspan="4" | &nbsp;[[Work_Order_Management#top|Top]]
 +
----
 +
 
 +
|-
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| class="headerMainTitles" colspan="4" id="NotesTab" | Notes Tab
 +
|-
 +
| class="headerMainTitles" colspan="4" | [[File:WONotesTab.jpg|WONotesTab.jpg]]
 +
|-
 +
| class="navigationTitles" colspan="4" | Overview
 +
|-
 +
| colspan="4" style="width: 265px;" | Notes are managed on the Notes Tab.&nbsp;&nbsp;
 +
|-
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| colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span>&nbsp;Use the More drop-list to toggle the form to add a new site note.
 +
|-
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| colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span>&nbsp;Use the More drop-list to toggle the form to search for an existing site note.
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|-
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| colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span>&nbsp;Click the Edit option in the Results Grid to edit an existing site note.
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|-
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| colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span>&nbsp;Click the Remove option in the Results Grid to remove an existing site note.
 +
|-
 +
| colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span>&nbsp;Use the Customer radio option to view the Customer's notes.
 +
|-
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| class="headerMainTitles" colspan="4" | Fields
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|-
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| class="fieldGrayBackgrounds" style="width: 307px;" | [[Glossary#NoteCategory|Category]]
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| class="fieldGrayBackgrounds" style="width: 316px;" | &nbsp;
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| class="fieldGrayBackgrounds" style="width: 466px;" | &nbsp;
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| class="fieldGrayBackgrounds" style="width: 446px;" | &nbsp;
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|-
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| class="fieldGrayBackgrounds" colspan="4" | [[Glossary#NoteContent|Note]]
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|-
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| colspan="4" | &nbsp;[[Work_Order_Management#top|Top]]
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----
 +
 
 
|-
 
|-
−
| &nbsp;
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| class="headerMainTitles" colspan="4" id="TransactionsTab" | Transactions Tab
−
| &nbsp;
 
−
| &nbsp;
 
−
| &nbsp;
 
 
|-
 
|-
−
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| class="headerMainTitles" colspan="4" | [[File:WOTransTab.jpg|WOTransTab.jpg]]
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|-
 
|-
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| class="navigationTitles" colspan="4" | Overview
−
| &nbsp;
 
−
| &nbsp;
 
−
| &nbsp;
 
 
|-
 
|-
−
| &nbsp;
+
| colspan="4" style="width: 265px;" | The Transactions tab display a list of transactions that are attached to the dispatch card.&nbsp; Unbilled transactions can be edited.&nbsp;
−
| &nbsp;
 
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| &nbsp;  
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----
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|-
 
|-
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| class="headerMainTitles" colspan="4" id="CustomFormsTab" | Custom Forms Tab
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| &nbsp;
 
−
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−
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|-
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| class="headerMainTitles" colspan="4" | [[File:WOCustomFormsTab.jpg|WOCustomFormsTab.jpg]]
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|-
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| class="navigationTitles" colspan="4" | Overview
−
| &nbsp;
 
−
| &nbsp;
 
−
| &nbsp;
 
 
|-
 
|-
−
| &nbsp;
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| colspan="4" style="width: 265px;" | Custom Forms provide the user the ability to record data that cannot be collected using the software's default fields.
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| colspan="4" | &nbsp;[[Work_Order_Management#top|Top]]
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----
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  [[Category:Pages with broken file links]]

Latest revision as of 10:17, 12 July 2024

WOEdit.jpg
Navigation
Select Search > Jobs > Use the search to find the job  > Click the job in the Result Grid  > Click Edit. Select the Work Order link in the Dispatch Cards tab.
Overview
By default, each job has one work order with one dispatch card.  An unlimited number of work orders can be added to the job.  Each work order can have an unlimited amount of dispatch cards.
• Dispatch Card Tab
• Equipment Tab
• Notes Tab
• Transactions Tab
Fields
Customer Site
Job Job Type Service Type Priority
WO WO Status Job Status PO Number
Work Order
Description
Equipment Site Agreement
Serial Number Warranty Labor Warranty Parts
  Agreement Labor Agreement Parts
Hours Est Dollars Est Completed  
Send to Mobile  
       
Dispatch Tab
WODispatchTab.jpg
Overview
The Dispatch Cards tab provide an editable list of dispatch cards attached to the work order.
• Add or edit dispatch cards
• Unlimited dispatch cards
• Close Dispatch cards individually
 Top
Equipment Tab
WOEquipTab.jpg
Overview
The Equipment tab provides the details  attached to the work order.
Fields
Equipment Code Serial No. Active  
Description Level Labor Warranty Start  
Item No Install Date Labor Warranty End  
Manufacturer Sale Date Parts Warranty Start  
Model Comments Parts Warranty End  
 Top
Notes Tab
WONotesTab.jpg
Overview
Notes are managed on the Notes Tab.  
• Use the More drop-list to toggle the form to add a new site note.
• Use the More drop-list to toggle the form to search for an existing site note.
• Click the Edit option in the Results Grid to edit an existing site note.
• Click the Remove option in the Results Grid to remove an existing site note.
• Use the Customer radio option to view the Customer's notes.
Fields
Category      
Note
 Top
Transactions Tab
WOTransTab.jpg
Overview
The Transactions tab display a list of transactions that are attached to the dispatch card.  Unbilled transactions can be edited. 
       
Custom Forms Tab
WOCustomFormsTab.jpg
Overview
Custom Forms provide the user the ability to record data that cannot be collected using the software's default fields.
       
 Top
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       

 

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