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Send Back (Rejecting)

Sending a Work Order Back to a Work Center

 

Send Back (Rejecting)

When a person in a previous work center is missing or enters in incorrect information, you can send the work order back or reject it to a particular work center. By sending a work order back, you are making that work order go through all the previous work centers. For example, if you send a work order back to the first work center, it will have to go through all work centers again before the work order is closed.

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Sending a Work Order Back to a Work Center

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, there are two ways to populate the list:

·         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 Send Back button. A drop-down field displays displaying the previous work center(s) within the workflow.

6.   Mouse over the top of a work center name. A list of users with access to the work center displays. From the list, select the name of the person to send the work order back to, you will see the first name, last name and user name display.

7.   A message box displays allowing you to type the reason you are sending the work order back to the user, once the message is complete, click the OK button.

8.   The work order saves and closes and you are returned to the Orders list. 

 

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