Work Order Summary

The Work Order Summary displays by default when you select a work order from a list or create a new work order. It displays a summary of the work order, provides access to additional details and sub-records, and includes options to update the work order status.

The following attributes appear on the Work Order Summary page:

  • Header Bar — The gray header bar identifies the work order and includes additional controls.

  • Work Order ID — The Work Order ID section identifies both the work order and the page you are viewing.

    Tap the Work Order ID section of the gray header bar from any page and the Summary page will open.

  • Flag — The Checkered Flag control takes you to the Status Update Page, on which you can record progress on the work order and / or complete it.

  • Action — The Action button opens a menu listing actions that can be performed on the work order, such as editing, changing state, starting the timer, or adding a note.

    The options that display will depend on both the status of the work order and the permissions you have been granted. For example, an option to Issue will only be displayed if the work order has not already been issued and you have permission to issue work orders.

  • Descriptive Area — General work order information is displayed just below the header.

  • Asset ID and Name — The ID and name of the asset linked to the work order are listed on the top line. If the asset is currently out of service, this will be shown in red. The asset's location is listed on the line directly below.

  • Status — The current status of the work order is displayed below the asset information. Options include Requested, Issued, Issued / Responded, Issued / Completed, Issued / Finalized, and Closed.

    An additional row of information can display under particular circumstances. Examples include pending approval notification, lockout / tagout requirements, shutdown requirements, started date / time, or master work order information.

  • Reason — The reason for the work order is displayed in the gray area. Depending on the type and origination of the work order, this may be descriptive text, the name of the procedure being performed, or the name of the asset.

  • Page Links — Below the descriptive area are tabs to access additional detail on the work order and each available sub-page. The number of records corresponding to each type of data is displayed on the right side of the tab. To access the data, simply select the tab.

    The options that display depend on your organization's configuration. For example, if your organization does not use the Other Cost feature, this tab is likely to be hidden.

  • Blue Footer Bar — The blue footer bar at the bottom of the page provides options to refresh the page and return to the list to access another work order.