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Using the Send To Feature

Send To

Using the Send To Feature

Send To

The Sent To action allows you to send a work order to a person who has access to the next work center. In the example below, the work order is currently in the Work Center: Directory, you can send this work order to a specific person in either the Work Center: Inside Plant or Work Center: QA. When a work order is sent to you, you can view those orders through Orders My Work Center Orders.

Sending a Work Order to a User

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 Send To button. A drop-down field displays displaying the next work center(s) within the workflow.

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

7.   A message box displays allowing you to the reason you are sending the work order on to the particular user. Once the message is complete, click the Ok button.

8.   In order for the action to be processed, you need to complete the work center. Make sure all required fields for the associated data components are complete and click the Complete Work Center button within the Work Order Info pane.

9.   If you have access to the next work center, the order remains open. Within the Actions ribbon group, click the Save & Close (save and exit) button to return to the work order list.

Viewing a Work Order Sent to You

1.    Click the Orders/Troubles menu.

2.    Within the Navigation pane, click Orders and then My Work Center Orders.

3.    Depending on the number of orders assigned to you, the list may not populate right away.  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.   The My Orders list populates with a list of work orders that another user sent to you.

5.   To access the work order, double-click the order number. The Work Order window opens.

Directly below the ribbon is a yellow line. Within the line, notice that your user name displays in the attn field and the reason for sending the work order to you displays in the note field. 

 

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