All Work Orders

1. Navigate to the existing work order's summary screen.

2. Select Open Linked Work Order from the Select Action drop-down menu.

   A pop-up will appear that looks the same as the Create New Work Order dashboard.

3. Complete the required fields to create the work order.

   The Open Linked Work Order form includes the following fields:

   • WO Site: Read-only field displaying the number and location (city) of the site.

   • Reason: Select the reason for linking (the list of linked work order types is client configurable).

   • Barcode tag: Free text field for the user to enter a barcode tag number, if you have one

     Once this field is complete, the Category, Subcategory and Location fields will auto-populate with the appropriate information for the indicated asset.

   • Category: Drop-down field to indicate the asset category (this will be auto-populated if a barcode tag is entered).

   • Sub-category: Drop-down field to indicate the asset subcategory

     The contents in this field will be available once a category is selected above (the field will be auto-populated if a barcode tag is entered)

   • Location: Drop-down field to indicate the location of the asset (this will be auto-populated if a barcode tag is entered).

   • Location Details: Optional free text field for the user to enter a detailed description of the location, if desired.

   • Problem Type: Drop-down field to indicate the problem type.

     The problem types are available once the category and sub-category have been selected above, as they are specific to the type of asset.

   • Asset Status: Drop-down field to indicate the operational status of the asset, either Working or Not Working.

   • Requestor: This may be auto-populated with the user's name (as it has been defined in the application), but it can be edited to indicate who has requested the work order.

   • Priority: Drop-down field to indicate the priority (the contents in this list are client-configurable).

   • Account Code: Free text field to indicate the account code

     This will most likely be auto-populated based on the asset category, but it can be changed by typing in the code or selecting the magnifying glass icon. Upon selecting the icon, the Account Code pop-up appears for the user to search for the desired account code.

   • Problem Description: Free text field to enter a detailed problem description (this will be seen by the provider and will assist with assigning the work order).

The Equipment Details, Assigned Contractor, and Possible Duplicates sections will populate once the required fields have been completed and should be used to analyze the validity of the work order and to determine whether or not there is a duplicate work order in existence.

4. Optionally, Include original work order documents on the linked work order.

   A dialog opens where you can select or clear documents that carry over to the linked work order.

5. Click the Create Work Order button.

6. The Link Confirmation pop-up will appear asking the user to Create a Site Event.

7. On the Link Confirmation pop-up:
• If you do not wish to create a site event, then simply select the No button, and a site event will not be created and the work orders will be linked together, as originally intended.
• If you wish to create a site event, select Yes and a new site event is created with this information and the user is sent back to the Work Order Summary page for the original work order.
• If you wish to link these work orders to an existing site event, then select Link to Existing, and a new Link to Site Event pop-up will appear for the user to select the site event(s) to link together (multiple site events may be selected by ticking the check boxes).

If the work order is already linked to other work orders, a pop-up will appear before the Link Confirmation pop-up (described above) asking if the user wishes to link this work order to all work orders in the original work order's group or just to the original work order. The options are Link to all or Link to one (i.e., only to the original work order).

After completing the Link Confirmation pop-up(s), a Dispatch Confirm pop-up will appear confirming that the work order was created and asking if the user wants to dispatch email/fax notification now or later.

Linked work orders can be seen in the Links tab on the Work Order Summary. Clicking on the work order number allows the user to switch between the linked work orders and view the other work order's summary page.

This functionality is configured per role.

These fields in the Open Linked Work Order form are client configurable:

• Linked work order Reason types
• Whether or not the Requestor field is pre-populated
• The values in the Priority drop-down menu
• The Account Codes displayed (based on the category).
• Problem Types at the category and sub-category level