Work order - edition operations

New work order

Create new work order from job

Create new work order from component manager

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Select component in the "component manager" window.

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In the "component manager" select "new work order" or context menu and open the "work order" dialog window.

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In the "work order" dialog. Required fields are:
- Title
- Company department
- General department
- Technical manager
- Contractor
- Incharged
- Work type
- Description

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Additional enclose data can be (date range, remarks, notes, drawings, numbers on Requisition orders connected with). If the Work order is urgent then select "priority": Urgent.

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Select a technical description for main component for which the order is created.

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When all necessary datas are enclosed then select "update".

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To send order to office select "send work order" button.

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Select component in the "component manager" window.

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In the "component manager" select the job in periodic jobs table and open to edit.

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In the "job" dialog window select "create work order".

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In the "select work order" select "create new work order for job".

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In "work order" dialog. Required fields are:
- Title
- Company department
- General department
- Technical manager
- Contractor
- Incharged
- Work type
- Description

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Additional enclose data can be (date range, remarks, notes, drawings, numbers on Requisition orders connected with). If Work order is urgent then select "priority": Urgent.

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Select a technical description for the main component for which the order is created.

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When all necessary datas are enclosed then select "update".

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To send order to office select "send work order" button.

	*Information*
It is possible to create Work order for more than one job. When create Work order select "select existing order to add source job". Work order must be active -status project.

Edit/report work order

Edit work order from component manager, work orders manager

	*Information*
Context menu is also available. Use right button and select "edit work order".

Report work order from component manager, work orders manager

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Select the component in the "component manager" window.

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In the "component manager".
- select component then open the Work order that you wish to edit in the Work order table or
- in the menu "orders" select "orders manager"
-in the "orders manager" window open the Work order that you wish to edit

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In the "work order" dialog window select "report work order".

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Fill the report dialog.
Fields required:
- description: should contain information about result of work and/or special activities done e.g. replace of some parts, repairs etc.
- date: should be not later than date (today). Future reporting is not allowed.
- completion percent: work orders can be partly completed. If the report does not cover 100% of the work order then another completion value should be set.
Advanced report: advanced report can be enclosed.

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Select "update".

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Select component in the "component manager" window.

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In the "component manager".
- select the component then open the Work order that you wish to edit in the Work order table or
- in the menu "orders" select "orders manager"
- in the "orders manager" window open the Work order that you wish to edit

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In the "work order" dialog window. Required fields are:
- Title
- Company department
- General department
- Technical manager
- Incharged
- Contractor
- Work type
- Description

•

Additional enclose data can be (date range, remarks, notes, drawings, numbers on Requisition orders connected with). If Work order is urgent then select "priority": Urgent

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Select a technical description for the main component for the which order is created.

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If the necessary date range can be changed. To change the date range select "reschedule".

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When all necessary datas are enclosed to the Work order then select "update".

Delete work order

	*Information*
Context menu is also available. Use right button and select "delete work order".

Delete work order

	*Information*
Deletion of the Work order is available for local administrator and system administrator (access level 8, 9). It is recommended to use "cancel order" function to quit Work order.

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In the "components manager" menu select "orders" and open "work orders".

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In the "work orders" select the Work order that you wish to delete and select "delete work order".

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Select "ok" to confirm deletion of the Work order.