Logistics Tablet Work Orders/Extras
- Matthew Garrett
- Sam Pitts
Article Index
Overview
Work Orders 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 pre-site works where approval is required prior to the issuing of a purchase order.
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.
The screen is multi-list, and selecting a different work order will return the different work order items associated with that work order.
The actions are specific to the selected work order.
Item | Description |
|---|---|
1 | The Action/Filter section |
2 | The work order document list. |
3 | The work order items that are associated with the currently selected work order document. |
Work Orders Sidebar
Action Group
Action | Description |
|---|---|
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. |
Check Status | Check the approval request status for an update. |
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. |
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. |
Creating a New Work Order
From the left action group, press the 'New' button, or select the + button on the right of the screen.
Deleting a Draft Work Order
From the left action group, press the 'Delete' button, or select the X button on the right of the screen.
When presented with the following prompt, press 'yes' to delete the draft work order.
Adding Items to a Work Order
Use the + button against the work order items section to raise the work order item dialog.
Enter all applicable details (quantity/price/unit) and press OK to save your changes.
For multiple items being added against the same work order, you may repeat this process until the desired number of items is added.
Finalising a Work Order
Once all items have been added to a work order, it may be finalised by pressing the finalise button on the sidebar.
If the total amount for the work order is above the user threshold, an approval request will be sent to the manager for review.