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Differences Between Order Log and Order History - VIDEO

Order Log

History

Show Ribbon Group

Within the Show Ribbon group, the Order and Order Log buttons allow you to manipulate how you view the work order information, as well as viewing the history of actions performed on the work order.

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Difference between Order Log and History

Order Log

The log provides you with a location to view the activity that occurred on the work order. It provides such information as the action, user name, status, etc.

Viewing a Work Order’s Activity

1.    Click the Orders/Troubles menu.

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

3.    The list of open work order populates.

4.    Within the list, double-click the order to access.

5.    Within the Show ribbon group, click the Order Log button. The log shows every action completed on the work order.

6.    Within the Order Log, the following information is displayed:

·         SrcCode

·         Activity Date

·         Activity Note

·         User Name

·         Order Status

·         Work Center Name

·         Work Center Status

·         Component Name

7.   To return to the work order, within the Show ribbon group, click the Order button. 

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Contact Info

The Contact Info button becomes available after you have created the work order.  The details within the button relate the Subscriber and the TCO that you selected within the Adjustable Fields pane of the work order.  There are two panes of information.  The pane on the left hand side relates to the Subscriber that you associated to the work order.  The pane of the right displays the details for the TCO that you associated to the work order.  This information is read only.  

Packages

Work Orders submitted through Subscriber Portal work a little differently than the standard work order. Each type of work order your administrator(s) allows subscribers to request, combine to form a configuration package. Each configuration package includes the following information:

·         Work Order Type – indicates whether the package is for a set device, circuit, cell phone, authorization code or general task

·         Work Order Action – indicates what type of action the subscriber is requesting either add, modify, or delete

·         Work Flow Name – indicates the associated work flow within cairs.net

·         Approval Requirements – indicates if the request requires approval from a TCO and/or Resource Manager

·         Sites and/or Organizations – indicates what site and/or organization can submit the request.

·         Related Equipment and/or Services – indicates the necessary equipment and/or services related to the request and the associated cost.

Once a subscriber has submitted the request and the request is approved the information is sent to the work order system and into the first work center. You will notice that the Portal Request pane and the Portal ribbon group become available. The Portal Request pane displays the work request description that the subscriber entered into the website. The Packages button, within the Portal ribbon group, allows you to view the complete package details submitted by the subscriber. The fields are read-only.

Viewing Package Details

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 Show ribbon group, click the Package button.

6.   The screen changes to display the Selected Configuration Packages. The two panes provide the complete package details as submitted by the subscriber.

7.   The top pane displays the some basic package information. By clicking the plus (+) sign next to the order number, you can view the package details including the equipment and/or services, related to the package.  

8.   The Package Fields pane displays any additional notes the subscriber entered regarding the request. 

9.   To return to the work order screen, click the Order button within the Show ribbon group.

History

History provides the user with a timeline of the actions completed on the work order. The main window provides a basic list of the actions and by double-clicking on any action; a pop-up opens with a detailed action description.

Viewing the History of a Work Order

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 Show ribbon group, click the History button. The following read only information displays for each action performed on the set:

·         Action Name* – describes the completed action. For example, Add New Work Order Activity or Update Work Order.

·         Custom Field Name – displayed the field name of the modified information

·         Old Value – displays the old information

·         New Value – displays the new information

·         User Name – displays the user name for the person who completed the action.

·         Last Name/ First Name – displays the first and last name of the user who completed the action.

·         Activity Date* – displays the date the action was completed.

·         Source* – lists the computer’s IP address.

·         Work Order Number – displays the work order number for the order completed to make the changes, if applicable.

6.   Alternatively, you can click on the lower portion of the History button to access a menu, from the menu select Old History. The screen changes to display a list of all action taken on the work order, to view more detail double click on the record.

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