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A Work Order - Start to Finish

What Happens Now?

You have created the work order now what?  Well, the rest of the work order process greatly depends on your access rights.  With that in mind we will explain everything like you are an administrator and have access to everything. 

Once the order is created it is sent into the first time frame, you will see that the time frame is available within the Work Flow pane. Depending on how your work flows have been built each time frame can consist of data components and/or custom fields.  When a time frame is associated to a data component that particular button becomes available within the ribbon.  There are essentially two options when dealing with components, you can either add a new component or adding an existing component.  

Adding a New Component

As we just talked about, you created your order and your data component is available, to add a new component (meaning the device does not already exist in your database) complete the following steps:

1.       There are two ways to add a new component:

·         Click the upper portion of the data components button

·            Click the lower portion of the button to access a drop-down list. From the list, select Add.

2.   With either search or add the General component window opens. Complete the required fields (the fields marked with an asterisk (*) for the data component. Within the Actions ribbon group, click the Save & Close button to return to the work order.

3.   Back at the work order screen, the complete data component displays in the lower right hand pane.

4.   Every time you complete a new component, a new tab displays behind the first with the name of the component, if you add two of the same data component types, a new column displays within the tab. For example, if you are adding two set devices, there will be two columns within the Set Device tab.

5.   Once you have completed your work within the work center and you are ready to send the order on, click the Complete Work Center button within the Work Order Info pane.

6.   The work order moves to the next center. Notice that a complete checkbox now displays directly above completed work centers.

7.   Once the work order has moved through all the centers, the last work center can close the order.

8.   To close the order, click the Complete Work Center button. A message displays saying ‘That was the last work center, do you want to close this work order too?’ Click Yes to continue or No to cancel.

9.   The work order window closes and you are returned to the Orders list. 

Adding an Existing Component

As we just talked about, you created your order and your data component is available, to add an existing component (meaning the device already exist in your database) complete the following steps:

1.       To add an existing device, click on the lower portion of the data component button to access a menu, from the menu select ‘Search Existing…’

! The Set Device button has two additional search options: Search for Existing Primary Devices (displays a list of the primary button information for all set devices) and Search Existing Devices (displays a list of all telephone numbers associated to a set device and their button number).

2.       The Component Search pop-up opens. There are two ways to populate the information within the list:

·         Within the search box, type the name, number, or portion of the name or number and then click the magnifying glass.

·         Click the Show All button.

3.   When you have located the component, double-click the row. A message box displays verifying that you have added the component to the order and asks if you want to add another. To add another component, click Yes within the box. To return to the work order, click No.

4.   The search window closes and you are back at the work order.

5.   Within the lower right hand corner, the associated components populate within the tabs. Each different component displays as a new tab. If you add more than one component of the same type, each component displays as a separate column within the tab.

6.   To access the device that you have just associated to the work order, double click anywhere on the tab within the Components pane.  The device window opens, if you make any changes to the device be sure to click the Save & Close button before returning to the work order. 

7.   Once you have completed your work within the work center and you are ready to send the order on, click the Complete Work Center button within the Work Order Info pane.

8.   The work order moves to the next center. Notice that a complete checkbox now displays directly above completed work centers.

9.   Once the work order has moved through all the centers, the last work center can close the order.

10. To close the order, click the Complete Work Center button. A message displays saying ‘That was the last work center, do you want to close this work order too?’ Click Yes to continue or No to cancel.

11. The work order window closes and you are returned to the Orders list. 

 

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