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WO Administration

Work Order Administration allows administrator users the ability to manually advance a group of work orders outside of the normal work order life cycle to a Status of Invoiced, Canceled, or End of Life.

Example of functionality in use

The system offers these actions for both the Outstanding Work Orders and All Work Orders smart tables:

Fields Description
Show WOs on Table

Optional drop-down selector options include:

  • Outstanding Work Orders: This table lists all work orders contained in the Outstanding Work Orders table.
  • All Work Orders: This table lists all work orders contained in the All Work Orders table.
  • Process WO Invoices: This table lists all work orders contained in the Process Invoices table.
Select an Action

Optional drop-down selector; values included in the drop-down vary depending on what was selected in the Show WOs on Table field.

  • If Outstanding Work Orders is selected, options include:
    • Reject: Selected WOs are set to a status of Rejected.
    • Set to EOL: Selected WOs are set to a status of EOL.
  • If All Work Orders is selected, options include:
    • Invoiced: Selected WOs are set to a status of Invoice Processed.
    • Cancel Work Order: Selected WOs will be set to a status of Cancelled.
    • Set to EOL: Selected WOs are set to a status of EOL.
  • If Process WO Invoices is selected, options include:
    • Invoice Processed: Selected WOs are set to a status of Invoice Processed.

Navigation

Open the WO Administrationpage:

  1. In the menu bar, select Service/WO Administration.

    The WO Administration Smart Table allows you to work with Work Orders.

  2. Click the column of the Smart Table to sort or view details.

    The details of the work order opens.

Columns included on the tables:

Columns Description
WO # Work order number
Site Name Name of the Site
Service Provider Name of the Provider
Status Status of the work order
Work Order Name Name of work order
Account Code Associated account code for the work order
Capital Expense Associated CapEx project name for the work order
Date/Time Opened Date/time work order was created
WO Type Work order type (e.g., Normal, Estimate, Quote, PPM)
Priority Work order priority (e.g., Standard SLA, PPM, Payment)
Select All Apply an action to all work order, select Select All

Selecting the Change Status button will change the status of all selected WOs. Selecting the Clear button will uncheck all checked boxes.

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