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Topics Discussed Below

Viewing the Optional Work Centers

Adding Optional Work Centers to an Open Order

Optional Work Centers

     When your administrator creates your workflows, they can designate certain work centers as optional for that workflow. With the Optional Work Centers button, within the Order Actions ribbon group, you can add work centers into the work flow. 

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Viewing the Optional Work Centers

1.       Click the Orders/Troubles menu.

2.       Within the Navigation pane, click Orders and then All Active Orders.

3.       A list of the open orders populates. If you have a large number of active work orders, the list may not populate. To populate the list, do one of the following:

·         Within the search box, type any portion of the record and then click the magnifying glass.

·         Click the Show All button.

4.       Once the list opens, double-click the order number. A work order window opens.

5.       Within the Order Actions ribbon group, click the Optional Work Centers button.

      6.       A list of the optional work centers displays below the button.

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Adding Optional Work Centers to an Open Order

1.       Click Orders/Troubles.

2.       Within the Navigation pane, click Orders and then All Active Orders.

3.       A list of the open orders populates to the right.  If you have a large number of active work orders, the list may not populate. To populate the list, do one of the following.

·         Within the search box, type-in any portion of the record and then click the magnifying glass.

·         Click the Show All button.

4.       Once the list opens to the right, double click on the order number.   

5.       A work order window opens.  Within the Order Actions ribbon group, click the Optional Work Centers button. 

6.       A list of optional work centers appear.  From the list, select the work center to add into the workflow. 

7.       A message box appears saying that you must save the work order before adding the work center.  Click Yes to save or No to cancel the operation. 

8.       The work center now appears in the Work Flow pane. 

9.       Within the Actions ribbon group, click the Save (save and stay) button to continue working with the order or click on the Save & Close (save and exit) button to return to the work order list. 

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Removing a Work Center

You can remove any work center from a work order. This allows your site to create one work order for all actions that you can perform within your database. For example, you can create one work flow that can be used to add, move, change, and delete a set device. With the ability to remove a work center from a work flow, you can manipulate the work flow as it progresses from start to finish. 

1.     Click the Orders/Troubles menu.

2.     Within the Navigation pane, click Orders and then All Active Orders.

3.     A list of the open orders populates. If you have a large number of active work orders, the list may not populate. To populate the list, do one of the following:

·         Within the search box, type any portion of the record and then click the magnifying glass.

·         Click the Show All button.

4.   Once the list opens, double-click the order number. 

5.   Within the Work Flow pane, right click the work center to remove from the work flow, a pop-up opens, within the pop-up, click the Remove Work Center selection.

! In order for a work center to be removed from the work flow, your cairs.net administrator must designate the work center as optional within the work flow. To learn more about the creating work flows see System Admin - Work Flows.

6.   A message box opens verifying that you really want to remove the work center from the work flow. Click Yes to continue or No to cancel the operation.

7.   Within the Actions ribbon group, click the Save (save and stay) button to continue working with the order or click the Save & Close (save and exit) button to return to the work order list. 

 

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