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Overview
The Work Orders area is used to create additional onsite work orders to be sent to suppliers.
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are used to dispatch forms to your suppliers that provide information about a task to be scheduled, which outlines a process and potential cost for completing that task. Work orders can include details on who authorised the work, who it's assigned to, the scope and what is expected. Usually, Work Orders are the result of follow-up actions from an inspection, ordering quantity error, or presite works where approval is required prior to the issuing of a purchase order.
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The use of Work Orders on the tablet is controlled by Insula Entitlement system. If you do not have access to the menu and you wish to use the functionality on the tablet then please contact Insula Support. |
Work Orders Sidebar
Action Group
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Action | Description |
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New | Create a new work order. |
Edit | Edit the currently selected draft work order. |
Delete | Delete the selected draft work order. |
Search | Search for a work order. |
Finalise | Change the status of the work order to final. |
Copy | Copy an existing work order. |
Generate a PDF of the currently selected work order. | |
Generate an email to send to the supplier nominated against the work order. |
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Enter all applicable details (quantity/price/unit) and press OK to save your changes.
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For multiple items being added against the same work order, you may repeat this process until the desired number of items is added.
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Once all items have been added to a work order, it may be finalised to send to suppliers by pressing the finalise button on the sidebar.
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ECM View of Work Order
Once finalised, using the print button will generate a PDF that can be sent to a supplier.When a sync has been done the work order can be viewed in ECM in Production in Document > Work Orders.
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