Work Order Forms
Work Order forms allow you to create customized user-defined fields (UDFs) that can be associated with a work request subtype. These forms combine the benefits of traditional work order management features with customizable forms accessible from any web browser. By configuring forms to require specific information and display selectable options, you can increase data accuracy and enhance security. Non-editable Adobe .pdf forms are created and sent via email to recipients, ensuring document integrity.
Benefits at a Glance:
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Your Look & Feel: Tailor forms to meet your business needs and mimic existing forms used within your organization. This reduces change management efforts and minimizes disruption of current business processes. Customizable forms can also easily meet regulatory compliance requirements.
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User Defined Fields (UDFs): Reduce manual data entry errors and associated costs by grouping fields into required and non-required data with customizable values.
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Workflow: Incorporate assignment rules, CC alias, email notifications, and more into your Work Order Forms using existing Logbook functionality.
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Increased Security: Keep documents secure and unaltered in email communications by using non-editable Adobe formats.
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Custom Configuration: Specify different forms for different types and subtypes of requests.
Creating a Work Order Form:
To create a Work Order Form, your organization must have acquired and configured the module appropriately. For information on procurement or configuration, contact your Super Administrator.
Once configured, when you fill out a reactive work request and attempt to create it, a web form will display prior to final creation, requiring you to fill out the necessary items viewable by you. The final form is sent as a .pdf attachment via email to the assigned personnel and/or requestor's email address, depending on configuration rules. Forms can be edited and updated after submission by personnel with appropriate authority.
Important Note:
When you fill out the work order form and check or uncheck the choice selection boxes, the checkboxes do not save their values upon submission. Ensure you double-check your selections before finalizing the form.
