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Step By Step Guide to the Processes/Flow of a Work Order
Assign Work Order - There are multiple ways to assign a work order to a maintenance worker. The first chance to make an assignment, is during the creation of the work order, upon editing the work order details, and/or when beginning the work order.
- Open work order that is unassigned.
- Click the "Assign Work Order" button.Edit mode will open, with the status of the work order now set to "Assigned".Start Working Button"
- A modal will prompt the user to select a User that will be assigned the work order.
- Select an assignee from the "Assigned To:" dropdown menu.
- Click "SaveOK".
- This Work Order is now assigned and will show up in the selected assignee's list of work orders, and work can begin.
Begin Work Start Working -
- Open Click the "Start Working Button" in a work order that has the status of "Assigned".Click the "Start Working" buttonnot begun progress, or an In Progress Work order.
- Enter in the work completed, and either select "Save and Finish Later or "Work is Complete".
- The status of the work order will then change to "In Progress".
Finish Work In Review -
- Open a work order that has the status of "In Progress."
- Click the "Finished Working" button.
- The status of the work order will then be changed to "Ready for Review".
Review and Complete Close -
- Open a work order that has the status of "Ready for Review".
- Perform the review process for the specific work order.
- Click the "Complete Work Order" button.
- The status of the work order will be set to "Completed".