Work Orders
- Julie Doyle-Whitelock (Deactivated)
- Matt Furlong
Who is this guide intended for?
Users or Framework ECM, including office staff creating additional Presite and Onsite Work Orders for approval.
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
Action Group
Action | Description |
|---|---|
Edit - *Far Left Bottom of Screen | Edit the dialog screen - doen’t select a record |
Close - *Far Left Bottom of Screen | Closes the Work Order the dialog screen - doen’t 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. |
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. |
Image 1: Work Order Navigation
Image 2: Work Order Dialog
