Work Orders

Article Index

- 1.1 Background
- 1.2 Before You Begin
2 Work Order Screen / Work Order Dialog
3 Work Order Tools

Background

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.

Before You Begin

Ensure that you have been setup with a Work Order Approval Threshold and a Work Order Approval Manager.

Note: Work Orders can be accessed via the Document File Menu or Navigation Side Bar. If using the Side Bar, depending on your security permissions, Work Orders can be found under Construction \ Work Orders or Document \ Work Orders

Work Order Screen / Work Order Dialog

Action Group

Action	Description
Edit - *Far Left Bottom of Screen	Edit the dialog screen - does not select a record.
Close - *Far Left Bottom of Screen	Closes the Work Order the dialog screen - does not select a record.
New	Create a new work order.
Edit	Edit the currently selected Work Order (Draft Status Only)
Delete	Delete the selected draft work order.
Finalise	Change the status of the work order to final. Issue an approval request if the WO value is greater than the threshold for the user.
Cancel WO	Cancel the selected active work order approval request.
Check Status	Checks if any of the work orders for the job have been approved, and updates the status accordingly.
Print	Generate a PDF of the currently selected work order.
Email	Generate an email to send to the supplier nominated against the work order.

View Group

View	Description
All	Opens the all view to show all Work Orders, regardless of who raised them or what status they are.
Draft	Opens the draft view to show current draft status work orders.
Mine	Opens the mine view to show only work orders raised by the currently logged in user.

Mandatory Rules

The following mandatory rules apply for work order approval requests, to ensure adequate detail is included in the request that is sent to a manager.

Item	Description
Sub Type	A subtype must be nominated against the work order.
Reason	A reason must be nominated against the work order.
Cost Centre	A cost centre must be nominated against the work order.
Supplier	A valid supplier must be nominated against the work order.
Total Value	The total of all items added to the work order must exceed $1.00
Notes (Shown)	The notes (shown) field must have text entered.

Work Order Tools

This dashboard screen allows users to specify various criteria to show a list of work orders.
For example, it can be used to show only Final/Approved work orders, where a Purchase Order is to be raised.

The filter selection allows for specific criteria to be applied to only return the work orders you wish to work on.
Each section has an [All] option which will select all list options.

Action Group

Action	Description
Refresh	Performs a refresh of the data that applies to the criteria selected. This must be pressed after making any changes to criteria as the screen will not automatically refresh.
Select	Selects the job from the work order list as the current job in Framework.
Search	Search for a specific Work Order number.
Check Status	Performs a check status of all work orders in the list. This is a general check status, and will apply to all work orders, it is not job specific.
View	View the selected Work Order document
Edit	Edit the selected Work Order document
Cancel WO	Cancels the selected Work Order documents approval request (if/where applicable).