WO - Review / Open / Finish
Reviewing Work Order Before Starting Job - MECHANICS
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[Standard Navigation / Service / Work Orders]
Mechanics may see Other Technicians’ Work along with their own. It depends on your permission settings.
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If you see other mechanic’s work, you can Filter to just see your own Jobs:
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Click on the ‘Filters’ oval at the top of screen (red circle)
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When the Filters Box pops open, click on the blue [+Add Filter] button
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Select ‘Assigned To’
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Select Your name from the List of Mechanics
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Click on the blue [Apply] button
To Sort your jobs in order of priority:
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Click at the top of Column ‘Status’.
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The small triangle next to Status should be pointed up. If not, click it again, until it is.
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Begin with your highest priority jobs (1) and work down to lowest priority projects (4).
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If you have MULTIPLE JOBS with the SAME PRIORITY, begin with EARLIEST START DATE first.
Starting a Job – Print or Review your W.O. - MECHANICS
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[Standard Navigation / Service / Work Orders / […] / Print]
Starting a Job – Set Status as ‘IN PROGRESS’ - MECHANICS
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[Standard Navigation / Service / Work Orders / […] / Edit]
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Once the W.O. opens, go to ‘Status’ and update to ‘IN PROGRESS’
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Click the blue ‘Save Work Order’ button (top right)
Completing a Job – Add Information & Update Status - MECHANICS
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[Standard Navigation / Service / Work Orders / […] / Edit]
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Input Parts / Labor / Service Tasks
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Provide Description of Work
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You can also upload Pictures / Documents & Make Comments (optional)
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Change Status to ‘FINISHED – AWAIT APPROVAL’
Scroll up to the ‘Status’ field & set to ‘FINISHED – AWAIT APPROVAL’
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Click the blue ‘Save Work Order’ button (top right)